How to Use Ticket Sharing in Zoho Desk | Complete Collaboration Guide

Zoho Desk - How to Use Ticket Sharing

Collaborate Across Teams, Departments & External Partners Easily

🟩 1. What Is Ticket Sharing?

Ticket Sharing allows you to share a ticket with another department, team, or external organization without transferring ownership. It is used when multiple teams must collaborate on the same issue.

Ticket Sharing helps you:

  • Work with other departments

  • Share information securely

  • Avoid duplicate tickets

  • Track progress across teams

  • Maintain a single source of truth

🟩 2. Why Use Ticket Sharing?

  • When a ticket needs input from multiple teams

  • When you want to share information without losing control

  • When you need external partners (vendors, service centers) to assist

  • When you want to avoid forwarding emails manually

  • When you want transparent collaboration

🟩 3. Types of Ticket Sharing in Zoho Desk

1. Department Sharing

Share tickets with another department inside your Zoho Desk portal. Example: Service → Warranty Warranty → Billing E‑commerce → Logistics

2. Agent Sharing

Share a ticket with a specific agent in another team.

3. External Sharing (Help Center / Email)

Share ticket details with:

  • Vendors

  • Technicians

  • Service partners

  • Logistics teams

They receive updates without accessing your Desk portal.

🟩 4. How to Share a Ticket (Step‑by‑Step)

Step 1: Open the Ticket

Go to Tickets and select the ticket you want to share.

Step 2: Click “Share”

You will find the Share option in the ticket actions panel.

Step 3: Choose Who to Share With

You can share with:

  • A department

  • A specific agent

  • An external email address

Step 4: Add a Message (Optional)

Explain why you are sharing the ticket.

Step 5: Click “Share Ticket”

The selected team or person will now receive the ticket details.

🟩 5. What Happens After Sharing?

  • The shared team can view ticket details

  • They can add comments or notes

  • They cannot change ownership unless allowed

  • All updates appear in the ticket timeline

  • You maintain full control of the ticket

🟩 6. When to Use Ticket Sharing (Examples for Kanchan Electronics)

1. Warranty + Service Collaboration

A customer reports a product issue → Service team inspects → Shares ticket with Warranty team for approval.

2. Billing + E‑commerce

Customer requests refund → E‑commerce team shares ticket with Billing for payment processing.

3. Service + Vendor

Technician needs spare parts → Share ticket with vendor via email.

4. Logistics + Support

Delivery issue → Support shares ticket with logistics partner.

🟩 7. Best Practices

  • Share only when necessary

  • Add a clear message while sharing

  • Avoid sharing with too many teams

  • Use private notes for internal communication

  • Review shared tickets regularly

  • Unshare once collaboration is complete

🟩 FAQs

Q1. Can the shared team change the ticket status? Only if permissions allow it.

Q2. Can I unshare a ticket? Yes, you can remove sharing anytime.

Q3. Can external users reply to shared tickets? Yes, via email — replies are added to the ticket.

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