Section 1 1 min read

Roles

Every staff member has one role. An admin sets it when creating the account.

Role What they can do
Super Admin Everything: tickets, knowledge base, reports, customers, contacts and all Admin settings
Agent Create and work tickets, assign and close them, read the knowledge base, manage customers and contacts
KB Editor Write, publish and manage knowledge base articles; read tickets; no reports
Viewer Read-only access to tickets, the knowledge base, reports, customers and contacts

Customers are not staff. They have their own sign-in to the client portal, described in Part 3.