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Help > Setup > Agent Privileges >
Restrict agents from modifying contact fields

Contact fields can be restricted from being modified by users. This means that the user will not be allowed to modify the contact field.

To do this:

  1. Go to the Agents Privileges screen by clicking the button under the Setup menu



  2. Select the agent in the agent list to be restricted



  3. In the Agents Privileges screen under the Agents tab, there is a list of contact fields with checkboxes. Notice the column inside the green box.

     

  4. Mark the checkbox of the contact field you dont want the agent to modify.

  5. Log out the agent by clicking the Log Out button located at the agent information section. This will help the process take effect.

     


    Note: To fully log out the agent, go back to the main screen. Then, exit from the main screen by clicking the Exit menu.