: People – agents/cust./orgs

On this page Managing user credentials and authentication Controlling system permissions   Every organization’s user access needs is different, so Movidesk is designed to offer extreme flexibility when setting up user permissions and authentication settings. You can create as many access profiles as

Teams are used to group agents and distribute tickets. You can also take advantage of teams when setting up system automations and rule logic. To create a team, go to Configurations > Teams and select the ✚ icon. TIP You can also create teams when using the People import spreadsheet. Teams created

Importing agents, customers, companies, and departments On this page Choosing the right tool: People import or Bulk actions Importing People Preparing the import file   You can use the People import tool to create multiple users and organizations at once, or to make bulk updates. If you have not rea

On this page Choosing the right tool: People import or Bulk actions Granting permission to perform bulk actions List of available actions   You can use Bulk actions to perform updates to multiple People at once. This is often the most efficient tool to update People, as you can make multiple updates

You can prioritize distribution of tickets to agents that already have open tickets from the same customer. See the Creating teams article for more information.

On this page Understanding People registration Managing People records Merging People records Exporting people   Most entities in the system will be registered as a People record. This includes companies, departments, and all system users—both agents and customers. Movidesk provides various ways to

On this page A virtual organizational structure Entities of organizational structures Access permissions Applying your organization settings in triggers Applying your organization settings in approval rules   A virtual organizational structure Most support teams will have a simple structure created

To create a single department, select People in the sidebar, or go to Configurations > People, then select the ✚ icon. In the People form, select Department as the Type. There are multiple other ways to create departments in the system, see the Creating people article for more information.

To create a single company, select People in the sidebar, or go to Configurations > People, then select the ✚ icon. In the People form, select Company as the Type. There are multiple other ways to create companies in the system, see the Creating people article for more information.

To create a single agent, select the ✚ icon in the system header and then select New user. Alternatively you can use the hotkey Alt+P There are multiple other ways to create agents in the system, see the Creating people article for more information.