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Add a user to a Connect Support conversation

Add a user to a Connect Support conversation

You can add additional users to a Connect Support conversation.

Before you begin

Role required: none, however you must be the assigned support agent to add users to the support conversation.

You must be on Helsinki patch 5 and an administrator must enable the support users property [glide.connect.support.add_members].

Procedure

  1. Open a group or record conversation in the Connect workspace.
  2. In the conversation tools to the right of the conversation pane, click the member list tab (Member list tab).
  3. Do one of the following actions.
    OptionDescription
    Add a member
    1. Click Add Member to Group.
    2. Use the search field to find and select a user.
    Remove a member
    1. Point to a member name.
    2. Click the minus icon (-).

What to do next

Only the assigned support agent can create an incident from the Connect Support conversation.