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.
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.
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.
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
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
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.
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.
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