Who are Lite Users?
Users who are only assigned to Analytics, Projects or as Light Agents in Desk are considered Lite Users in CRM Plus. In Projects and Analytics, lite users will have access to the features/data based on the role that's assigned.
In Desk, they can perform the following:
- View Tickets, Accounts, Contact, Articles, Activities, Reports, and Dashboards.
- View Company, Products, Personal Settings (except Signature), and Support Contract under Setup.
- Leave private comments in Tickets, Contacts, Accounts, Activities, and Articles.
- View and customize their profile information.
- Export module data using the Import/Export functionality under Setup.
- View all Custom Views and create a view that is visible only to them.
- Receive alerts through automation and on the escalation of tickets.
Read More: Light Agents in Desk
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