Symptoms

How to create a request for a non-existing customer when creating a request on behalf of a customer?

Solution

When creating a request manually, the agent's name is substituted in the 'Request From' field by default. However, the agent can click the icon !, to the right of their name, and write the username or email of the user on whose behalf they want to create the request.

If such a user does not exist in the system, they can be invited directly during the request creation process. The newly created user will receive an invitation via email with a link to set/change their password, and the request will be available to them in the Swarmica personal account.

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