You can add additional users to a Connect Support conversation.
Before you begin
An administrator must enable the
glide.connect.support.add_members property before users can
be added to conversations.
Role required: none
Procedure
-
Open a group or record conversation in the Connect workspace.
-
In the conversation tools to the right of the conversation pane, click the
member list tab (
).
-
Do one of the following actions.
| Option | Description |
|---|
| Add a member |
- Click Add Member to Group.
- Use the search field to find and select a user.
|
| Remove a member |
- Point to a member name.
- Click the minus icon (-).
The assigned support agent cannot be removed from a Connect Support
conversation. |
Note: Only the assigned support agent can create an incident from the Connect
Support conversation.