Go to Admin > Users.
Click Invite User.
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.
Close Messages on Reply. If selected, messages this user works on are automatically closed once replied to, which helps track SLA and resolve times.
Show All Ticket Numbers in Menu. The default view shows only the number of Unresolved tickets. Checking this box adds the total messages to the view. See 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, click on the Username.
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.
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