What permissions do my help desk reps need in Infusionsoft?

///What permissions do my help desk reps need in Infusionsoft?

When you add a new user to Infusionsoft so they can log into FuseDesk and handle your help desk support tickets, you’ll have the option of setting User level permissions in Infusionsoft.

For the most part, the user level permissions in Infusionsoft don’t impact FuseDesk.

Everything FuseDesk does is via the Infusionsoft API which doesn’t get restricted by User level permissions.

The only place permissions matter is when it comes to searching of Infusionsoft Contacts using the quick search box on the bottom left of FuseDesk.

These results will be filtered by User level permissions in Infusionsoft, for example what Contacts your Users are allowed to see.

2017-05-22T15:36:09+00:00Help, Reps|0 Comments

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