Personal Information, Notifications & Security
This article contains information about User Personal data, Notification Preferences, Signatures creation and Account Security procedures.
Information Tab
The Information tab contains the fields to identify each user of your Company. Here are the fields and how they can be used:
Name & Last Name: these fields are being used almost everywhere in the App: from the #username# tag when you reply to any message and assign tickets to your colleagues, to mentioning your colleagues in Notes.
Mobile: this field defines a user's phone number.
Email: this field is being used for receiving notifications, recovering your password and logging into Replyco App.
Profile Picture: this picture is being used by the Collision Detection feature and when chatting using the Instant Messages module
Notifications Tab
The Notifications tab allows you to manage your Notification Channels and choose Events you would like to be notified about.
Notification Types
Email: we will send you a notification about a certain event to the email address you specified in the Information tab.
Mobile: we will send you a notification about a certain event to Replyco Mobile Application, so you could stay tuned even on-the-go.
Browser: we will send you a browser notification, so you could see it even when you are on the other tab.
Notification Events
Assign user to Thread (manually): when someone assigns a ticket to you.
Assign user to Thread (by rule): when you are being assigned to a ticket by an automatic Ticket Rule.
New Thread Message: when a new message inside of a ticket arrives.
New Chat Message: when a new message arrives in a chat (Instant Messages module).
New Thread: when a new ticket arrives.
Thread Snoozing: when a ticket has been Snoozed.
Integration Signatures Tab
Borrowing the best features from the market-leading email service providers and email clients, we just could not pass through the feature of Signatures.
Simply put, a Signature is a text, like your contact information or a favourite quote, that’s automatically added at the end of each message.
All Replyco users are able to create individual signatures which can be used across all integrations OR multiple signatures that can be created separately for each marketplace integration.
Please note that the Channel-specific Signatures feature is available for the STANDARD price plan and above.
Setting Up Your Signature
Step 1: Go to My Settings
Click on your Initial(s) in the top right corner, then click My Settings.
Step 2: Create Your Signature
Click on the Create New button. An Editor mode will be opened.
Create your signature by entering the text you need.
Please note that you are also able to paste pictures into your Signature. Ensure that the source the image link is referring to is publicly available. Otherwise, our system won't able to get an image from your source.
For our Advanced Users, we have the Source Mode of the text editor, which allows you to build your Signature with a custom HTML code:
Step 3: Choose Associated Integrations
Once you are done with your Signature text, you need to choose the integrations this signature will be associated with.
Please note that the Channel-specific Signatures feature is available for the STANDARD price plan and above. Users with the BASIC price plan still have the Signatures feature, able to create only one unified signature for all channels.
Click on the blank Integrations bar. You’ll see a drop-down menu with a list of available integrations. Select one or many integrations for this signature.
Click Save.
All done!
Your Signature will now appear in any messages or responses you create based on the integration you are working from.
Security Tab
This tab is related to your Account Security. From here, you can enable a 2FA and change your Account Password.
Two-Factor Authentication
In order to enable 2FA, you need to visit the Security tab and then click the Enable Authentication App button.
We recommend using the Google Authenticator app. Here are the links:
Password Reset
In order to change your Password, you need to visit the Security tab, and scroll down to find the Change Password section. Enter your current password and the new one. Then repeat the new one and click the Change Password button.
If you are currently not in the Replyco App and forgot your password, please visit the following page and follow the instructions using the link below:
Still have questions?
We're here to help! If you have ANY questions, need help with setup, or just want to chat about customer support (really, we are always up for a good chat), please don't hesitate to reach out via:
Chat: Click on the chat icon (lower right of the App)
Email: help@replyco.com
Phone: US🇺🇸 +1 407-588-2574 | UK🇬🇧 +44 20 8064 0564
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