For an employee to use customer care, there are several settings that can help the user to make it easier to use. This page describes the available settings and why you need them or where you can use them for.
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Roles and permissions
Please make sure that you have a role assigned to your profile that gives you access to Customer Care. For more details, please refer to the page Customer Care - Permissions
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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
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