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Enabling Agent Level Integrations Credentials

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Normally, integrations use the admin's credentials, which sometimes interrupts the Company workflow, as automations get logged by the admin instead of the individual.

It is possible to override and use agent credentials instead. 

  1. Admin needs to enable the permissions for Agents, within Admin/Roles (Enable View/Update):

 

2. Then agent can click on their name, Settings, and "Set Agent Credentials".

Afterwards, interactions will be correctly logged under the Agent.

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