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User preferences

For each of both, agents and customers, you can define which areas are available in the user preferences.

  1. Go to log in:
  2. Go to admin “Roles” can be found in the admin area at Manage.
  3. Once you click on the role of the user it will open an” Edit: role” page.
  4. Inside the permissions page, you find “user preferences”. For more details follow the Snapshot given below.

5. Below Snapshot refers to the personal settings that can be set here.

Note: If agents are not allowed to change their own passwords, no check mark must be set at “Password”. In this case, only the admin can assign and change a password.

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