Create and manage agents

Edit agent settings to configure your private and public avatar, screen name and notifications, and change your password directly in your Paldesk dashboard. Every agent can edit their own settings and notification preferences, and change them directly from their Paldesk administration panel. Find out how to set everything up below!

How can I edit my agent settings?

To set everything up. follow these simple steps! 

Step 1. First, click on your agent avatar in the upper right corner of your dashboard and then click on “Settings” (as shown below).

Image 1. Agent settings

Step 2.  Next, a new window will open, and you will be able to edit a number of settings. Here’s how those are distributed per tab:

Profile tab– settings visible to agents in your team:

1. User avatar – private profile photo
2. Privately visible first name and last name 
3. Email – your account email address

Public profile tab –public profile visible to your clients

1. User avatar – public profile photo
2. Publicly visible first name and last name 

Here’s what these two tabs look like in your agent settings:

Image 2. Agent settings public

Once you’ve edited your private and public name and avatar, make sure to configure your remaining agent settings.

Notifications tab – edit your notification settings and sounds, like new message notifications, new client request notification (new conversation), new visitor notifications (related to Visitor Overview) etc.

Change password tab  – this is where you can change your password and create a new one.

Step 3. Edit your settings and finally click “Save” to save changes.

Here’s a brief overview of your Paldesk agent settings:

Video 1. Paldesk agent settings overview

And that’s how you can edit your Paldesk Agent settings!  If you come across any issues, reach out to us via live chat at paldesk.com or email us at support@paldesk.com. We’ll be more than happy to help you set things up!