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Solved Partners and their customers setup

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  • M
    mikekaganski last edited by 19 Jan 2021, 09:11

    Hi!

    Is it possible to have a layered setup, like this:

    A main entity

    • its customers
    • partner 1
      • first partner's customers
    • partner 2
      • second partner's customers
    • etc.

    I see that there are teams and groups that allow to have partners managed as groups, but I don't see how to assign customers to the groups?

    Thanks!

    1 Reply Last reply Reply Quote 0
    • Sanjeev
      Sanjeev developer UVdesk Staff last edited by 20 Jan 2021, 05:47

      @mikekaganski

      You can not group customers here.

      But yes you can make groups of agents.
      And assigned the customer ticket to a particular agent or a group based on some condition in workflow.

      M 1 Reply Last reply 20 Jan 2021, 05:54 Reply Quote 0
      • M
        mikekaganski @Sanjeev last edited by 20 Jan 2021, 05:54

        @Sanjeev Thank you!

        1 Reply Last reply Reply Quote 0
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