How to assign an agent to a permission group

How to assign an agent to a permission group

An agent's permissions are unlimited by default, but can be controlled by adding the agent to a Permission Group. An agent can be assigned to one permission group at a time.

  1. Create or edit an agent, as follows:
    1. In the Web Admin Center, go to Organization > Agents.
    2. On the Agent Management page, select an existing agent or click Create New.

    Result: The New/Edit Agent page is displayed.

  2. At the bottom of the Agent Information tab, choose a Permission Group.

    Result: To make the selected permission group the default for subsequently created users, click Set as default.

  3. Save your changes.