Article
Creating Conversations On Behalf Of Others
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Last updated 1 hour ago
Overview
Allow users to create conversations on behalf of another user. Common use cases include employee onboarding requests, and conversations created by a Manager on behalf of an Employee.
The user designates the person they are creating the conversation on behalf of during intake. Once the conversation is created the conversation Requester will automatically change to the person selected in the on behalf of field.
Supported Intake Methods
- Form-based Slack intake
- Customer Portal
Settings
You can determine who can submit conversations on behalf of others in the conversation settings within the Project setup, and within the individual ticket type settings.
Project Settings
Ticket Type Settings
Intake Views
Form-based Slack Intake
Customer Portal Intake
