Add Support Technicians
Use the Company form to add Support Technicians to a Company's support team.
The MSP organization will assign a limited number of Support Technicians to each Company. This practice ensures security across records and does not allow Support Technicians to view or work on tickets for Companies they are not allowed to support.
To add Support Technicians to a Company's support team:
- Select the MSP Support page.
- Select the Link records button in the toolbar.
The User Info Selector window opens to show the MSP’s entire list of Users.
- Select the individuals to add to the Company's support team.
- Select OK.
The Users are linked to the Company record.
- Save the Company record.