The first tab in the Admin section, Company Information, stores the basic information about your company and your Chat settings.
To edit this information, click the “Edit Properties” Button in the upper right hand corner.
- Name: Company Name. If you would like to change this, please contact TeamSupport.
- Description: A description of your company.
- Organization ID: This is a system field for use by TeamSupport.
- Primary Contact: This is where you set the administrative or primary contact in TeamSupport. This is the user we (TeamSupport) will contact with information regarding billing, system down time, new features, etc.
- Time Zone: This setting impacts time stamps for all actions in your account. In addition, each user on your team can override this setting. This is very useful for remote teams.
- Date Format: Depending on your country, you may like to see the date formats as you use them. For example, in the U.S. we typically use MM/DD/YYYY. In the UK, it is standard to use DD/MM/YYYY. This is also a User setting so that if you have TeamSupport users in other countries, they can view the date format as they are used to seeing it. Everyone’s happy!
- Default Font Family/Size: This font will be used as the default font for actions within tickets. You may also setup the fonts on a per user basis in the User section.
- Business Days: This setting impacts your SLA’s. Based on the days you have defined as “business days”, you can set your SLA’s to pause during non business hours.
- Business Day Start/End: Same as Business Day description.
- Product Required on Ticket: Determines if you require a Product selection to be made on a ticket. If this is set to True, a user will be prompted to select a Product if they attempt to create or edit a ticket.
- Product Version Required on Ticket: Determines if you require a Product and a Product version selection to be made on a ticket. If this is set to True, a user will be prompted to select a Product and a Product Version if they attempt to create or edit a ticket.
- Only show products for the customer of a ticket: Applies to Enterprise only. Setting this to true will only show the products that have been associated to the customer who is associated to the ticket.
- Require customer for new ticket: When active, users will not be able to save a new ticket unless a customer/contact has been associated with the ticket.
- Require time spent on timed actions: When active, users will not be able to save a new ticket action unless they enter in how much time they spent.
- Disable ticket status update emails: If set to True, emails will not be sent to your customer when only the ticket status changes on a “visible” ticket. The only time an email will be sent to the customer associated to the ticket will be a visible action.
- Visible to customers is initially enabled for new actions: This setting determines the initial value for the “Visible to Customers” check box when a new action is created by a user. The recommended, and default, value for this setting is False.
- Auto Assign Customer with Asset On Tickets: Default is True. If set to True, when you associate an asset to a ticket, any Customer/Contact associated to the ticket will also be associated to the asset.
- Auto Associate Customer To Ticket based on Asset Assignment: Default is True. If set to True, when an asset is associated to a ticket, the Customer/Contact(s) who are associated with that Asset will also become associated to the Ticket.
- Allow private actions to satisfy SLA first response: If set to True, a private action (which is not visible to customers) will satisfy the first response condition for the associated SLA. Click here to learn more about SLAs.
- Default Wiki Article: Each time you visit the Wiki section, the article you define here will always be the first to appear.
- Only admin can view reports: When active, only users with admin rights will see the reports section.
- Internal SLA: In addition to assigning SLA’s to your customers, you can also create and assign an internal SLA for your team. This is a great way to stay on top of stale tickets.
- Show Group Members First in Ticket Assignment: When active, on a ticket the “User Assignment” drop down list will first list the members of the group in which the ticket is currently assigned.
- Require Group on a Ticket: Default is False. This setting will cause a group to be required on a ticket before a user can create a new ticket or save any edits. The “Default Group” found in the Customer Hub settings satisfies this settings requirement.
- Update Ticket Children Group With Parent: When active, if the “Group” of a Parent Ticket is reassigned, the change will also be made on all it’s child tickets. Click here to learn more about relating tickets.
- Hide Alert Dismiss for Non Admins: When active, non-admins will not have the ability to dismiss an Alert. Click here to learn more about Alerts.
- Use Product Lines: Default is “True”. Set to “False” to disable this feature.
- Customer Insights: This setting will pull public information into your customer record. Default is “True”. Set to “False” to disable this feature.
- Two Step Verification: This setting will require users to supply a verification code sent to their cell phones when they sign in from an unidentified computer. This setting will Default is “False”.
- How many days before user passwords expire: When set to a number other than 0, this will force your users to change their password after a certain number of days. The default is “0”, which means passwords will not expire.
- Do not include attachments in outbound emails: The default setting is off (false), which means attachments will be included with outbound emails. Checking this box will cause attachments to not be sent with outbound emails.
- Warn if Contact has no Email Address: The default setting is True. When adding a contact, if you attempt to enter a contact without email address, you will receive a pop up message. To avoid this pop up message, set this value to False.
Customer Chat Settings
The My Company tab contains a Chat section. Click here to learn how to configure your Customer Chat options.
Other options under the My Company Tab:
- CDI Rating: The Customer Distress Index (CDI) is a customizable metric which gives you insight into the happiness of your customers.
- Ticket Page Order: The left hand side of your new and existing ticket pages contains a wealth of information. You have control over the order in which these fields are displayed, and you may remove some fields which are not needed.
- Data Import: Oftentimes customers will have data which needs to be pulled into their new TeamSupport account. This can be done using CSV files through our Data Import tool. New data can also be pulled in on an ongoing basis.
Need more help with this?
Don’t hesitate to contact us here.