: Customer features

Resultados encontrados: 6

Understanding what your customer sees

When a customer signs in to Movidesk, they will generally have a more limited access to system tools compared to agents. A customer’s access profile controls what a customer can access in the system. Customer access profiles have very granular parameters, but can be broadly be configured to grant cu

Signing in to Movidesk

Customers can track their tickets and access features such as reports and metrics by signing in to Movidesk. To sign in to Movidesk, customers can go to your Movidesk web address. Your Movidesk web address can be found in Configurations > Parameters under the Environment tab, for example: mycompany.

Creating an account for your customer

On this page Manually importing customer accounts Manually registering customer accounts Automatically importing customer accounts from a directory Automatically importing customer accounts from another system Allowing customers to create user accounts Creating customers through the Chat channel Cre

Obtaining a password online

On this page Direct access links Sign-in page link   A customer may already have a user account if they created a ticket through the email, chat, or web form channels. Instead of creating a new user account, which would need to be merged later on, they can instead obtain a password for their existin

Recovering a password online

On this page Enabling the password recovery link Resetting a password   Both customers and agents can reset their passwords using a link in the sign-in page of your customer portal, so they don’t need to contact your customer support team to recover their passwords. Enabling the password recovery li

Creating a user account online

On this page Enabling self-service account creation Creating a user account online   Customers can create users accounts using a self-service link in your customer portal sign-in page.   Enabling self-service account creation To enable the link for self-service account creation, go to Configurations