Agent Permissions

Note

The permissions listed on this page grant access to features that have to be enabled or configured system-wide in the Admin Panel first.

Agent permissions in the New Role dialog

Agent permissions are shown in the middle of the New Role dialog…

Sidebar tabs: Overviews, Knowledge Base, Customer Chat, Phone

…and give users access to new sidebar tabs for communicating with customers.

Permission name

Give access to

Note

chat.agent

Customer Chat

Requires configuration of Chat Channel

cti.agent

Caller Log

Configuration of a CTI integration is required

knowledge_base.editor

Create/edit privileges

Editor permissions always include reader permissions.

knowledge_base.reader

Read privileges for internal content

Public articles are always visible.
See here how to set up granular reader permissions for the knowledge base.
Keep in mind that this may be dangerous, as reader permission provides
access to internal answers!

report

Reporting (user docs)

Make sure to never grant this permission to your customers
because it includes all ticket and user information across the
entire system! Consider setting up a new role for your admins or
supervisors and limit the access via Report Profiles and Reporting first.

ticket.agent

Access to overviews and tickets.

See notes below

Note

🤔 What about this table under the permissions tree?

Group permission table in Edit Role dialog

Roles can also include group permissions! The group permission table is shown when there is more than one active group in the system and ticket.agent permission is selected.