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- Click on the button with the dots in the top right corner
- Select the menu option 'Edit profile'
- Click on the second tab with the name 'Settings'
- Set the appropriate GDPR level for the two fields 'Privacy level database fields' and 'Privacy level user interface fields'.
- Click 'Update settings'
Allowed inbox configuration
Per employee, it is required to configure the email inboxes that they are allowed to see. This is a required step to configure before a user can start using the email feature of Customer Care.
Setup is done with the following steps:
- Go to the employee page in the back office manager
- Scroll down until you see the card 'Inbox configurations'
- Press the button 'Add inbox'
- Select the email address that this employee should be able to have access to
- Optionally, tick the box 'Use as default inbox'. This will make sure that this inbox is selected by default when the employee goes to the email inbox page. You can select multiple email addresses as default, they would all be preselected and all the emails are visible by default. (Note; the more inboxes you select, the longer it will take to load the page).
- Press 'Add inbox'
- Repeat the steps above if you need to give access to more than one inbox
Default location setting
In Customer Care it is required to set the applicable location for messages and cases, this can be done in a drop down menu with all the locations that exist in the system, however, for some employees it will always be the same location (or at least in most of the times) because they are actually working at that specific location. In this scenario, it would be much easier to change the value to something else in those rare scenarios where it is different compared to always needing to select the same location.
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