What actions can a light agent perform in Desk?

What actions can a light agent perform in Desk?

Light agents can: 
  1. View tickets, accounts, contacts, articles, activities, reports, and dashboards.
  2. View Company, Products, Personal Settings (except signature), and Support Contract details under Setup.
  3. Leave private comments in tickets, contacts, accounts, activities, and articles.
  4. View and customize their profile information.
  5. Belong to groups and receive group notifications.
  6. Export module data using the Import/Export function under Setup.
  7. View all custom views and create a private view that only they can see.
  8. Receive alerts through automation and on ticket escalation.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • How do I add a light agent in Desk for Zoho CRM Plus?

                                                                                                                1. Access the Desk application in Zoho CRM Plus.  2. Click the Setup icon on the top bar. 3. Click Agents under Users and Control in the Setup landing page.  4. Click New Agent in the top-right corner of the Agent List page.  You can also click the ...
                                                                                                              • Who are light agents in Desk?

                                                                                                                Light agent is a profile which restricts the permission of users in Desk. It can be assigned to users who are not part of the customer support team. Light agents can support full-time agents by adding private comments to their tickets, which can only ...
                                                                                                              • Getting started guide for Zoho CRM Plus Admins

                                                                                                                When you sign up for any application, there are always key user details you need to enter during the setup phase. When you set up a CRM Plus account for your organization as an administrator, you will need to enter some general information about your ...
                                                                                                              • What actions can I take in Zoho CRM Plus if I purchase online?

                                                                                                                If you purchase online, you will be able to perform the following from Zoho CRM Plus:  Purchase add-ons  Change your support plans Upgrade to Premium or Enterprise support Change your support plans from monthly to yearly payment
                                                                                                              • Zoho CRM Plus - Getting started guide for Marketing teams

                                                                                                                A day in the life of a marketer involves diverse responsibilities. Zoho CRM Plus has all it takes for your marketing teams to reach out to your prospects with the right messages, build a strong social media presence, and get meaningful returns on ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources