1. Begin by clicking on "New".
2. Now, click on "Agent".
3. Following that, enter the email id of the agent and keep the role as Agent.
4. To add more agents, you can click on the Add button.
5. Finally click on Invite.
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FAQs
How do I add a new agent in Freshdesk?
To add a new agent, go to the Agents section in Freshdesk, click "New," select "Agent," enter their email address, assign the role as Agent, and then click "Invite." The agent will receive an email to join your Freshdesk account.
Can I add multiple agents at once in Freshdesk?
Yes, you can add multiple agents simultaneously by clicking the "Add" button to input additional email addresses before sending invitations. This streamlines the process of onboarding several agents quickly.
What roles can I assign to agents when adding them?
When adding agents in Freshdesk, you can assign roles like Agent, Administrator, or Custom roles depending on your plan. Usually, the default role is Agent, which provides support access without admin privileges.
Do added agents immediately get access to Freshdesk?
No, after sending an invite, agents must accept it via email to activate their Freshdesk accounts. Until they accept, they won’t have access or permissions within your helpdesk.
Is there a limit on the number of agents I can add?
The maximum number of agents you can add depends on your Freshdesk subscription plan. Some plans have limits on agents; upgrading your plan allows for additional agents based on your requirements.
How can I change an agent’s role after adding them?
To change an agent’s role, navigate to the Agents tab, select the agent you want to edit, and update their role from the available options. Save the changes to apply the new permissions.
Can I remove an agent after adding them?
Yes, you can remove an agent anytime by going to the Agents section, selecting the specific agent, and choosing the option to delete or deactivate their account in Freshdesk.
What information do I need to add an agent in Freshdesk?
The key information required is the agent’s email address. You can optionally add their name during or after the invitation process, but only the email is mandatory for the invite to be sent.
Do agents need to create a Freshdesk account to join?
Agents accept the invitation via email, which guides them through setting up their Freshdesk user account. This process is straightforward and ensures secure access to your helpdesk.
What if an agent does not receive the invitation email?
First, ask the agent to check their spam or junk folder. If still not received, resend the invitation from Freshdesk or verify that the email address was entered correctly during the add process.