Can I create custom agent roles?

Updated: 05/26/2022
Article #: 106


Yes, Cayzu Help Desk allows you to create custom roles and set specific permissions per agent.  


To set up a custom agent role, follow these steps: 


1. Log in to your Cayzu Help Desk account with an administrative account.

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

3. Click on Agents/Groups/Roles.

4. Click Actions.

5. Click Add Role.

6. Give the role a name and description and assign the role individual permissions by selecting the appropriate check boxes.  

7. Once complete, click Save.


To assign a role to an individual agent, follow this FAQ.





Want more information on Cayzu Help Desk, visit: https://www.cayzu.com 







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