Admin Center
People, groups, roles, fields, forms, statuses, layouts and brands.
13 articles
- Admin Center Where admins set up people, tickets, channels, rules, integrations and compliance.
- Roles and permissions Admins, agents and light agents, and custom roles with fine-grained permissions.
- Compliance tools Automatic redaction, retention policies, erasure requests and the admin audit log.
- Manage team members Change a team member's role, permissions and groups, or suspend their access.
- Create groups Organise agents into teams that tickets are routed to.
- Create a custom role Decide exactly which tickets a role sees and what it can do.
- Add user and organization fields Store extra details on customer profiles and organizations, and use them in rules.
- Create custom ticket statuses Add statuses such as Waiting for warehouse inside the standard categories.
- Build ticket forms with conditions Choose the fields for each kind of request and show fields only when they matter.
- Customise the ticket layout Arrange, resize and hide the panes agents see on a ticket, per form or workspace.
- Set up contextual workspaces Show each team the macros, ticket form and apps it uses, based on the ticket.
- Add and manage brands Run several brands from one workspace, each with its own help centre, email and messenger.
- Set up the comment composer Turn the emoji picker and the voice note recorder on or off for your agents.
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