Add a user to a Connect Support conversation

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

  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 (-).
    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.