From the left-hand side of the screen, click on the Admin tab, and then select Users from the dropdown menu.
Click the Invite User button in the upper-right hand corner of the screen.
Enter some basic information about the user (First Name, Last Name, Mobile and Email).
You can configure the following additional fields or leave it up to the user when they log in.
Default Message View: Select HTML or Text.
Resolve Messages on Reply: If selected, messages this user works on will automatically close once replied to, which helps track SLA and resolve times.
Ticket Badges: Choose how you want Ticket Badges to appear for users. This is the numerical symbol that appears to the right of every ticket category and tells you how many tickets are in each.
The default view shows only the number of Unresolved tickets. Choosing multiple variables will make the ticket badge display as a fraction. Ex: 50/65 (Unresolved Tickets / Total Tickets). See the example below.
Once done, click Send Invitation. The system will send an invitation and the user can complete the registration process on their own. Users can then click on the link within the message to log in and create their own password.
To Edit or Delete a user, please see our Manage Users guide here.
Users can access their account information by clicking on their initial(s) (top right) and then My Settings.
Information: Name, Mobile and Email.
Settings: Language, Default toggles
Integration Signatures: Set a signature for each integration.
You may also be interested in...