Update a user

Change the agent settings

By Eva
February 21, 2020

Edit User  

  1. Go to Settings → Users.

  2. In the last column, three dots appears when you hover it with the mouse. Click on the dots to open the menu and select edit.  

Fields / Functions

Description

Full name 

Full name of the user 

Username

The login name and displayed name inside HelpSpace 

Email

Email of the user 

Password

You cannot set a new password for the user. Instead, use the “Forgot Your Password?” function at the login.

Role

  • Admin: access all areas.

  • Agent: work with tickets.

  • Team Agent: access own and team assigned tickets only.

  • Author: access docs section.

  • Billing: access subscription and receipts.

More information: User roles

Team

If the user has the role “Team Agent”, then assign the user to one or multiple teams

Send invite email 

If it’s true, then it sends an invitation via email to the new user.

Profile Image 

Profile image of the user. 

Organization 

Associated company 

Select a time zone 

Time zone of the user 

Locale

Language of the user.

  • Chinese

  • Dutch

  • English

  • French

  • German

  • Italian

  • Polish

  • Portuguese

  • Spanish

Job Title

Job Title of the user 

Address

Address of the user (street) 

City

City of the user 

State

State of the user 

Postal Code 

Postal code of the user 

Country

Country of the user

Delete User

  1. Select the user.

  2. Click Delete at the top of the table.

  3. Confirm by clicking Yes, I confirm.

Add / remove teams from multiple users

  1. Select one or multiple users

  2. Click Add Teams or Remove Teams at the top of the table.

  3. Select the team you want to add or to remove

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