Create a Customer Service Representative

Customers raise service requests when they run into issues. Customer service representatives help customers resolve these issues.

Sign in as a setup user, such as John Allens for Vision Corp. You could create a customer service representative user such as Devon Smith, using these steps:

• Create a Job for Provisioning Customer Service Representatives
• Create a Role for Custom Customer Service Representatives
• Create a Role Provisioning Rule for Customer Service Representatives
• Create a Customer Service Representative User

This diagram shows how the custom setup user, John Allens, can go about creating a customer service representative user.