Cayzu Help Desk Support

How can I add or modify agents to my Cayzu help desk portal?

Updated: 02/21/2019
Article #: 3

An agent is an employee or manager that can be added to your Cayzu help desk portal so that they can perform support related tasks.   An agent can be added as a standard, administrative or custom role , giving you full control of both the role and permissions that your agents have within your help desk system.  

To add an agent to your Cayzu help desk portal, follow these steps:

Step 1. Log in to Cayzu help desk portal with an administrative account  

Step 2. Click on Admin (left side menu) to access the Admin section  

Step 3. Click Agents/Roles/Groups 

Step 4. To add an agent.  Click Add Agent and fill in the required information and then Click save.


Note: To edit/modify an agent, click Edit/Delete next to the agent's name.  



An email will now be sent from directly to the agent directly activation. 



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