How to Manage Agents Access to Specific Brands

You can manage an agent’s access to specific brand tickets. This can be essential for maintaining organizational structure, ensuring privacy, and aligning access with the agent’s expertise or responsibilities. Here’s how to configure these restrictions, to ensure agents focus on relevant tickets.

To restrict agents’ access to specific brands, follow the given steps:

1. Navigate to the Admin portal.
2. Select Agents from the dropdown menu to open the agent management page.
3. To edit an existing agent, locate the agent in the list and click on their name to open their details.
4. To configure brand access,
   • In the agent’s details page, find the section labeled Brand Access.
   • Uncheck the option Can access all brand tickets to reveal a list of available brands.
   • Select the checkboxes next to the brands you wish the agent to access.