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    Solved Partners and their customers setup

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    • M
      mikekaganski last edited by

      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!

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      • Sanjeev
        Sanjeev developer UVdesk Staff last edited by

        @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 Reply Quote 0
        • M
          mikekaganski @Sanjeev last edited by

          @Sanjeev Thank you!

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