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Enabling Agent Level Integrations Credentials


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 the agent can click on their initials, Agent Profile, and "Set Agent Credentials".


Afterwards, interactions will be correctly logged under the Agent.

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