How to hide Tabs for Support Agents?
To hide tabs for Support Reps, you have to first create a New Profile or Edit the Standard Profile under Setup > Admin Settings > Profiles and remove the tabs that are not required.
Now associate this Profile to a Support Agent. Goto Setup > Admin Settings > Support reps >Edit and associate Profile.
For more refer Profiles and Support Reps.
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Can I hide fields for Support Agents?
You can hide fields using Field Level Security. Goto Setup > Admin Settings > Field Level Security Select the profile name, module and uncheck the fields you want to hide and Save. To create Profile Goto Setup > Admin Settings > Profiles > Add New ...
How to hide tabs for whole organization?
To hide few tabs/modules for your organization, Goto Setup >Tab Settings >Organize Tabs >remove the unwanted tabs from the display and save the settings.
How many Support Agents can I add during the trial?
You can add up to 3 Support Agents during the Professional & Enterprise 15 day Trial. Once the Trial is expired, "Primary Contact" under Company Details will only have access to the system.
How can I hide fields to Support Agent?
To hide fields, Goto Setup >Admin Settings >Field level security >select the module > Profile Now, check/un-check the fields that would like to show to the Support Agent associated with that profile and save the settings. For more help refer, Field ...
How can I restrict Support Agents to view only their request?
You can restrict Support Agents to view only their records/requests. To restrict requests & records, you have to first setup your organization Role Hierarchy. For example, Team leaders can access all the Support Agents records where as Support Agents ...