To change an agent's email address, please navigate to Admin -> Team -> Agents ->click on Edit (next to the agent's name) and edit the email address.
When a contact mapped to the address already, you would get a dialog inside the page saying "Email is already taken" - in this case, kindly click on 'view user' to be taken to the contact profile where you could convert this contact into an agent.
Agents can attach signatures to tickets. These are automatically appended to any ticket reply that the agent sends out. You can add pictures, insert links and use simple formatting techniques to make your content stand out (like bold, italics, etc). You would not be able to add HTML content to your signature.
Quick procedure to add a signature in Freshdesk
- Please navigate to Profile settings by clicking on the profile picture on the top-right corner inside Freshdesk
- You can set up your signature in the 'Signature' field:
- If you are looking to add a signature for another agent, please navigate to Admin > Team > Agents- > Click on Edit.
- If you scroll down the form, at the end of Agent Details section, you'll find the text box and controls for Signature
- Please note that if you want to use images in your signature, it has to be hosted publicly. And to add it in the signature, you will have to provide the URL.
- Don't forget to Save the changes once you're done
The configured signature is automatically added to all tickets the minute you hit Reply.
Navigate to Admin -> Team -> Agents and edit the scope or the role of the agent to give the permissions as per requirement.
Please navigate to Admin --> Workflows --> Email notification --> Agent Notification --> and turn on the notification for "New Ticket Created". Once this is done, please click on "Edit" corresponding to this email notification, and under the "Notify Agents" section you could have to add the occasional agent. The occasional agents can send replies from their mailbox.
Please navigate to Admin > Account > Day passes in order to understand how many day passes have been consumed by the occasional agents on the portal. This could be checked by an account administrator who has access to the "Account "
This section displays the complete day pass usage history, and you can filter this by date range as well.
You could delete both Full-Time and Occasional Agents from your Freshdesk Account. To delete an agent, please navigate to Admin --> Team --> Agents. You would view the list of agents on your Account and the delete option corresponding to the Agents' name. You could click on the delete button, which would remove the contact from the Agents list.
When an agent is deleted, they would be converted to a Customer on your account. Their profile could be found under the Customers tab on your Freshdesk.
Once you delete a group from Freshdesk, the group field of the respective tickets would go unassigned which means inside the ticket the group option would be blank. A recommendation would be to move the tickets to another group before deleting so that the workflow is not affected.
No, the status field is global across all products and you will not be able to generally configure different sets of statuses for different groups.
A suggestion would be to add different custom statuses in Admin -> Workflows -> Ticket Fields and click on status to add the options to the dropdown list.
Once this is done, please navigate to Admin -> Workflows -> Automations -> Ticket Creation -> Add new rule. Once there, please add a condition that says when the ticket is assigned to a particular group - then the action would be to set status as this "custom option."
You have a well-maintained workflow where the agents need to work on the tickets that are assigned to them. This is why you would like to prevent the reassignment of tickets. This generally cannot be prevented with the roles and permissions given to an agent, however with the aid of a feature called "Roles" which is available from the Estate Plan onwards.
Please navigate to Admin -> Team -> Roles and choose the appropriate actions for an agent role - while checking the boxes - please leave out the box that says, "Edit ticket properties." This would disable the agent from changing any of the ticket properties which includes the agent as well.
In Freshdesk, you can control both aspects of an agent's activities - what they can see, and what they can do. You can create special privileges and profiles for agents to control what they do with Agent Roles (you can even create custom roles, if you're on the Estate/Forest plan) and you can control what agents can see with Ticket Scope.
You can choose between three different levels of Scope:
- Global - can view tickets all across the helpdesk
- Groups - can view tickets assigned to their group and tickets assigned to them
- Restricted - can only view tickets assigned to them
Quick guide to changing an agent's ticket scope
- Log into your helpdesk as an Admin.
- Under Team, click on the Agents icon.
- Click the Edit button next to the Agent whose privileges you want to modify.
- Choose what level of access you want to provide - global, groups or restricted.
- Don't forget to Save your changes!
You could navigate to Account Settings under Admin-->Account. There, you would be able to view the account details from where you could also modify the account information.
This setting would only be visible to the Account Administrator of the account.
When you add a new agent to your Freshdesk Account, they would receive an Activation Email to their Email Address. However, if they have not received the Activation Email, they could navigate to the Login page of your Freshdesk Account and use the Forgot Password option to reset the password and login.
If the issue persists, please contact support@freshdesk.com with the email address of the agent and one of our Product Specialists would get in touch with you to sort it out.
