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How to Personalize Agent Portal Settings

Updated on : November 25, 2022

Agents can personalize their portal experience from the personal settings page by selecting Personal Settings from the profile menu.

Personal Settings Option
Personal Settings Option

After opening a personal settings page, the following things can be customized.

By default, the selected values have the “Inherit from global settings” value, which means it loads the settings set up by your organization administrator.

Time zoneSets the default time zone, which is used throughout the app. Example: If you set the time zone to EST throughout the app, you can see time in EST.
Sort RepliesSets the default sorting order for replies in the ticket details page – Ascending/Descending.
Ticket LayoutSets the default layout for the ticket list page – card view or grid view.
Default Ticket ViewWhen you open a ticket module, you can specify in which view it should load by default. For example: If the My Pending Tickets view is set, then the pending tickets alone are displayed at the time of loading the ticket list page.
Ticket Page CountDisplays the specific number of tickets in card/grid view on a single page.
Default brand preference The Brand preference selected here will be used to set the default selection in the Brand dropdown on the ticket list page.

Inherit from URL – Will take the brand value from the URL (i.e., based on which brand agent portal URL is used to load site)
All – Will select all brand
Specific – Allows setting a specific brand
Personal Settings Menu
Personal Settings Menu
Video tutorial

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