What is the recommended solution to grant the customer service agent - ProProfs Discuss
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What is the recommended solution to grant the customer service agent access to the field? A custom field on an account is used to track finance information about a customer. Only members of the Finance Team have access to this field. However, the business wants to allow one customer service agent, who is assigned the customer service profile, read-only access to this field for special circumstances.

What is the recommended solution to grant the customer service agent access to the field? A custom field on an account is used to track finance information about a customer. Only members of the Finance Team have access to this field. However, the business wants to allow one customer service agent, who is assigned the customer service profile, read-only access to this field for special circumstances.

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Asked by Zaidmalik, Last updated: Nov 10, 2024

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