> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create Ticket Delegates

> Share messages with a group

The [Delegate](/using-upmind/service-desk/how-to-create-ticket-delegates) tool works a bit like a social media post. It's a place where your store customers and leads can answer a question, comment on a topic, and read what others post.

Store owners and staff use delegates to build a community, stay in contact with the audience, and initiate sales touches without hard selling or a clever marketing campaign.

## Before you start

* You add delegates to an existing ticket. Any active ticket created by a customer, Admin or store staff can have a delegate.

* You can add any delegate to a ticket.

* Only admins and store staff can add delegates to a ticket. Store customers can't add delegates.

* Delegates are people who have a store account.

## Adding delegates

In this scenario, the store admin wants to ask some customers about the coffee beans they purchased recently. It was a special blend offered for a limited time. The admin has a list of customers who purchased the special beans online.

The admin uses the delegate tool to survey customer reactions to the special blend of coffee beans.

## Creating a ticket

The first step is to [create a ticket](/using-upmind/service-desk/how-to-create-ticket-delegates) for a single customer. The admin creates a ticket with the survey questions.

<Frame caption="Creating a ticket">
  <img src="https://mintcdn.com/upmind/pcUdSuxUJ6LgBXnd/images/fb/a0e1a59be6a44249.png?fit=max&auto=format&n=pcUdSuxUJ6LgBXnd&q=85&s=b8ea667df98496144058fb5d02008485" alt="a-1.png" width="1409" height="797" data-path="images/fb/a0e1a59be6a44249.png" />
</Frame>

## Adding delegates

The next step is to add delegates to the ticket.

1. Hover the client ticket tile.

2. Click the three-dot icon.

3. Select Manage delegates.

<Frame caption="Manage delegates">
  <img src="https://mintcdn.com/upmind/1xguIfYUrfespmVI/images/fb/7c49931673fb4451.png?fit=max&auto=format&n=1xguIfYUrfespmVI&q=85&s=f9004ce9cc2805a9ed1ed4285ed38b1a" alt="a-2.png" width="1440" height="646" data-path="images/fb/7c49931673fb4451.png" />
</Frame>

4. On the Ticket delegate access panel, click Invite delegate.

5. Enter the person's email address in the popup window.

6. Click Send invite.

<Frame caption="Send invite">
  <img src="https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4cb8789172be0859.png?fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=b583f5dd13ab78c3021e97714ed81bd2" alt="a-3.png" width="969" height="785" data-path="images/fb/4cb8789172be0859.png" />
</Frame>

Upmind sends the person an email message with an invite and displays their name with the Invited status.

<Frame caption="Invited status">
  <img src="https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/581bc508c8c2892d.png?fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=6203ccbfce180c6e4eed9781fb3c1413" alt="a-5.png" width="1756" height="317" data-path="images/fb/581bc508c8c2892d.png" />
</Frame>

## Client experience

Upmind sends the client an email message with an accept link.

* No further action can be taken until the client clicks that link.

<Frame caption="Client clicks accept link">
  <img src="https://mintcdn.com/upmind/ZsIo0APxdVb_gFS-/images/fb/290b8274657bce6a.png?fit=max&auto=format&n=ZsIo0APxdVb_gFS-&q=85&s=fe8693baf9a783f7416182e105898512" alt="a-6a.png" width="1588" height="611" data-path="images/fb/290b8274657bce6a.png" />
</Frame>

If the client accepts the invitation to be a delegate, an active ticket displays on their dashboard.

* The ticket has a share icon.

<Frame caption="Ticket with share icon">
  <img src="https://mintcdn.com/upmind/6knUVC8F1nK4E5CY/images/fb/c2e86ef92246bb69.png?fit=max&auto=format&n=6knUVC8F1nK4E5CY&q=85&s=5f6979e5e8c06738f032e885a9f560a6" alt="b-1.png" width="1445" height="393" data-path="images/fb/c2e86ef92246bb69.png" />
</Frame>

The client clicks the ticket name. The ticket opens on a new page.

* The client can read all of the messages in the ticket thread.

* The client can enter a response and click Post to publish a message on the thread.

<Note>
  Every delegate with access to this ticket can read the posts in the thread.
</Note>

<Frame caption="Client can enter response">
  <img src="https://mintcdn.com/upmind/z5ofg3t7by4uN44v/images/fb/ec8df21d845c5d2d.png?fit=max&auto=format&n=z5ofg3t7by4uN44v&q=85&s=539b6477ef1d5e664fe7bb1850608410" alt="b-2.png" width="1462" height="1069" data-path="images/fb/ec8df21d845c5d2d.png" />
</Frame>

## Store owner experience

After the client accepts the link, the delegate status changes from Invited to Accepted.

<Frame caption="Status changes to Accepted">
  <img src="https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/775f98a6ef46b513.png?fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=141d069f9ee0aef08427f933a42d2c6e" alt="a-7.png" width="1749" height="303" data-path="images/fb/775f98a6ef46b513.png" />
</Frame>

If a client (delegate) posts a message to a ticket thread, Upmind changes the status of the ticket to Client replied.

<Frame caption="Client reply">
  <img src="https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/50e0c5f7a77b83c7.png?fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=ea6a72f6202a8ec1aa65750249e5ce69" alt="b-3a.png" width="1523" height="224" data-path="images/fb/50e0c5f7a77b83c7.png" />
</Frame>

Click the ticket to read the client post in the ticket thread.

<Frame caption="Client posts in ticket thread">
  <img src="https://mintcdn.com/upmind/6knUVC8F1nK4E5CY/images/fb/c51edcb635477474.png?fit=max&auto=format&n=6knUVC8F1nK4E5CY&q=85&s=c259ad63b93a4c569fc83e7327fd4001" alt="b-4.png" width="1474" height="833" data-path="images/fb/c51edcb635477474.png" />
</Frame>

## Removing a delegate

To prevent a client from posting in a ticket thread, revoke their delegate status.

1. Hover the client ticket tile.

2. Click the three-dot icon.

3. Select Manage delegates.

<Frame caption="Manage delegates">
  <img src="https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f59fa1fba897e7f5.png?fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=c9ed53914d7697d2812751e1a238d21e" alt="b-5a.png" width="1405" height="377" data-path="images/fb/f59fa1fba897e7f5.png" />
</Frame>

4. Click the Revoke access icon.

* Upmind removes the client from the delegate list.

<Frame caption="Click Revoke access">
  <img src="https://mintcdn.com/upmind/ObllJJl59DabnmMn/images/fb/cf380e2f1e3c63d3.png?fit=max&auto=format&n=ObllJJl59DabnmMn&q=85&s=15f0aa87446153fc8c3da4e2f875d5b1" alt="b-6.png" width="1748" height="325" data-path="images/fb/cf380e2f1e3c63d3.png" />
</Frame>

<Note>
  Upmind immediately removes delegate access to a ticket after the admin or staff user clicks the Revoke icon.
</Note>
