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Set up your profile and preferences

Choose your theme and landing page, write your email signature and turn on notifications.

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Your account menu, the avatar at the bottom of the left rail, shows your name, email and role. From there you set up how ChaosDesk works for you.

Preferences

Open the account menu and choose Preferences. Changes save at once and follow you to any browser (except the theme, which is kept per browser).

  • Theme: Light, Dark or System. You can also switch it straight from the account menu.
  • Density: Comfortable or Compact lists.
  • After sign-in, open: Views or Home.
  • After submitting a ticket: Close tab, Next ticket in view or Stay on ticket.
  • Maximum open tabs: how many ticket tabs stay open at once.
  • Keyboard shortcuts: turn them off if they clash with your keyboard layout or tools.

Email signature

Under Email signature in the same dialog, write the text added below your public replies in emails to customers. You can use bold, italic, links and placeholders such as {{agent.name}}, {{agent.first_name}}, {{agent.email}}, {{agent.role}} and {{brand.name}}. Check the Preview, then choose Save signature.

How the signature sits in the email is set per brand by your admin. See email signatures.

Push notifications

Under Push notifications, turn on On this browser and pick what you want to hear about. See manage notifications.

Your status

Set yourself Online, Away or Offline from the status button in the top bar. See agent statuses.

What an admin changes

You choose your name when you accept your invitation. Your role, groups and signature can also be changed by an admin in Admin Center, People, Team members. To change your password, sign out and use Forgot your password? on the sign-in page.

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