Customer Ticket History Access Level
Written by Meghan Fisher
Updated at May 22nd, 2024
Admins can select what kind of permission level advisors have to view ticket history of customers. To select the permission level, follow the steps below:
- Click the Admin tab
- Under Company Profile scroll down to Customer History Access
- Click on the drop and and select the Company's permission level
- Full Access: Advisors can access tickets assigned to any team via Customer History
- Limited Access: Advisors can only access tickets for teams they are on via Customer History
- Click Save at the bottom of the screen
