Click here to learn about Adding a New User.
Once the user has been added, you will see their info. Anything with blue text can be clicked on for edit and saves in real time.
- Edit: Users can upload an image which is used in the Water Cooler, Ticket Page, and outgoing emails.
- Name: The name which is displayed in various places in the application including for customer facing areas.
- Title/Website/User Information/Phone/Address: Optional information that you can save on a per user basis.
- Email: This is the email for the support agent. For example firstname.lastname@example.org. This email is used for internal email purposes, and is not shared with your customers.
- Signature: Each user can load an individual signature which may include a company logo.
- Groups: Displays the groups that the user is a member of.
- Two Factor Verification: Displays the cell phone number inputted by the user for the optional Two Step Verification feature. Should this number be entered incorrectly, or should it change, Administrators can update this number for users.
Some options are not available/editable for non-Admins.
- Active: Identifies if a user is Active or Inactive. Please note that making a user inactive does not reduce your seat count automatically.
- Activated On: Displays when a user was first activated.
- Last Logged In: Displays when a user last logged into TeamSupport.
- System Administrator: Allows the user to make system changes to the account.
- Customer Chat User: Indicates if the user is able to accept customer chat requests. You can read more about Chat here.
- Password: Click here to learn more about password resets.
- Timezone: Sets the user timezone. There is also a global timezone setting under Admin->My Company.
- Date Format: Sets the user date format. There is also a global date format setting under Admin->My Company.
- Default Font Family and Size: Sets the user default Font Family and Size. There are also global font settings under Admin->My Company.
- Email Ticket Notifications: If this is set to NO, you should not receive any emails from your account. In order for the remaining options in this section to work, this needs to be YES.
- Receive Assigned Group Notifications: Note: The word “Assigned” in this setting refers to the TeamSupport User/ticket owner. Typically, this is set to NO in order to reduce emails.
- If set to YES, you will receive emails from tickets that are within your group(s) when the ticket has an owner.
- If set to NO, you will not receive emails from tickets that are within your group(s) when the ticket has an owner.
Click here to learn more about Groups.
- Receive Unassigned Group Notifications: Note: The word “Unassigned” in this setting refers to the TeamSupport User/ticket owner. Typically this is set to YES so that the group gets emails about tickets within their group(s) with no owner.
- If set to YES, you will receive group emails ONLY if the ticket has no owner.
- If set to NO, you will not receive group emails where the ticket has no owner.
Click here to learn more about Groups.
- Disable group ticket emails during business hours: Based on your settings under Admin->My Company->General, if YES, you will only receive group emails outside of your defined business hours.
- Automatically subscribe to new ticket I post: When you create a ticket and assign it to someone else, this option will auto subscribe you to that ticket and email you updates. Click here to learn more about Subscribing.
- Automatically subscribe to tickets when I post an action: If you log an action on a ticket, you will be subscribed and receive email updates. Click here to learn more about Subscribing
- Do not subscribe to tickets when cc’d on email: If you email a ticket into TeamSupport, you will be NOT be subscribed automatically if this is Yes. You will still own the ticket, but you won’t be subscribed to it. Click here to learn more about Subscribing
Click here for definitions on User Rights.
User Menu Items
TeamSupport lets you restrict what sections of the application each user has access to. This can be done for security reasons (ie you don’t want all of the users to see the customer section) or simply to make the user interface have fewer options for agents who just need to log tickets. In either case, restricting what a user can see is controlled by the “User Menu Items” section of the Users page (pictured below).
Simply uncheck the menu items that you want the user to NOT have access to and the next time they log in or refresh the browser, these sections will no longer be visible.
Need more help with this?
Don’t hesitate to contact us here.