This function is only included in account plan Enterprise, please see our website for more information about prices.
When one account is connected to another account, they become Master/sub-accounts.
Cases in sub-accounts can be interacted with using the master account agent credentials. If you are in the master account, you will see all the cases from the sub-accounts in the case list. Cases created on the master account will not be displayed on the sub-account.
Templates in a master account can be interacted with from a sub-account and becomes a Global template. All the connected sub-accounts can use the global template. Changes made to the global template will be updated immediately on the sub-accounts.
Templates created on the sub-account will not be displayed on the master account.
Please note! Agents that have permissions to make changes in other agents templates, will also have permission to make changes to the global template which in turn will be updated throughout all connected sub-accounts. Please make sure your roles match your desired level of Agent permissions.
Statistics displayed on the Master account shows all the activity from both the Master and the sub-account(s). If you wish to see the statistics divided by region or department, please set up the Master/sub-connection accordingly. For example Master HR (all the HR departments from different regions) or Master DK (all the departments in one region).
The connections are made by Assently, please contact email@example.com for assistance.
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