'Global' Agent option

You can now create service agent accounts that aren't linked to a specific company. This gives these agents much more flexibility - you can link them to any work item, regardless of company, letting them send and receive communications from them, and they can also be added to any team, regardless of the company the team leader is linked to. This is particularly useful when your organisation has different operations set up as separate customers.

To do this, when you are adding a new Service Agent in Builder select 'Global Agent' in the Supplier field.

Work Manager users will be notified by the system when they are adding a new global agent.

They can choose to switch these notifications off in the User Settings Section of Work Manager.