Within Teamwork Desk, you can access your
profile to update information and settings
relevant to you.
To access your profile settings, click
your profile image in the top right of the
main navigation bar and select View
Profile.
Your profile is broken down into
various subsections.
Overview
In the Overview area, you will see
your basic personal details such as
name, email, phone number, job title,
time zone, and profile picture in the
left sidebar. The main Overview area includes a performance overview of your ticket-related stats.
To update your profile details, click
the Edit My
Details button in the top
right corner of your profile.
You can also specify your time format
preference, enable web and push notifications,
choose between HTML and markdown formatting,
and change your password.
The details pane is visible in each subsection of your profile and can be resized by dragging the right side of the pane to a new position. Using the arrow at the top of the pane, you can also collapse the pane completely.
Inboxes
The Inboxes section shows a list of the
inboxes you have access to. Your starred
inboxes will be grouped at the top of the
list.
If you are an administrator, you can add
additional inboxes to your default list by
clicking the plus icon to the left of the
inbox name.
When you hover over an individual inbox, you can use the X to remove yourself from the inbox.
Note: Any tickets currently assigned to you in that inbox will be unassigned.
Tickets
All tickets that are assigned to you
across all statuses. You can sort this ticket
list by customer, subject, ID, created date,
updated date, and status.
You can also filter the results
by:
- Last Updated - select date
- Inboxes
- Company
- Tags
- Statuses
Help Docs
All Help Docs created by you will be
listed in this area. You can sort by title,
status, relevance, popularity, and last
updated.
Filter options include:
- Last Updated - select date
- Help Docs Site
- Statuses
Activity
Here you can view all recent
activity completed by yourself across all
tickets within the last 24 hours.
Different activities can include
viewing a ticket, changing a ticket
status, or added/replied to a
note.
Each activity includes the
activity type, ticket, inbox, and the time
the activity occurred.
You can filter this area by activity
type using the filter pane in the top right
corner.
Notifications
You can set defaults for when you should
receive email notifications based on
different actions such as new happiness
ratings, assigned tickets, and tasks
added.
If you wish to set different
defaults for each inbox you have access
to, select Customize settings for
each inbox at the top.
Additionally, for sites that have the Live Chat feature enabled, you will be able to manage your live chat notification settings for new live chat conversations.
API Keys
Click the green Create an API
Key button to create your
first API key for your profile. You
can generate multiple API keys and
create customized labels for each
one.
For more information, see: Getting Started