Can I convert a contact to an agent?
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Updated: 10/20/2021
Article #: 362
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Yes, Cayzu will automatically convert an existing contact/user to an agent account.
To do this, add a NEW agent using the same email as the contact that currently exists. Upon the save, you will be asked to confirm the transfer of that email from a contact/user to an agent. Once that is complete the NEW agent will receive an activation email to finalize the setup of the account.
Want more information on Cayzu Help Desk? Visit www.cayzu.com |
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