Use this screen to set personal preferences in OTOBO. The personal preferences screen is available in the Personal Preferences menu item of the Avatar menu.
This overview screen consists of four modules.
- User Profile
- Notification Settings
Each module consists of widgets, which have two columns. In the first column is the setting, and in the second column is a description for the setting.
Do not forget to apply the changes by clicking on the tick icon in the right part of the widget.
This is the agent profile, where the account related settings can be changed.
In this widget the current password can be changed. To change the password, all fields must be filled.
- Current password
- Type your current password for security reasons, if you want to change it.
- New password
- Type your new password here.
- Verify password
- Type your new password again to avoid misspelling the new password.
PreferencesGroups###GoogleAuthenticatorSecretKey needs to be activated to use this feature.
This is a two factor authentication token described in RFC6238 to improve the account security. Google Authenticator is a mobile application to generate tokens, but any other generator application can be used.
- Shared Secret
This is a string to use for token generation. It must contain only uppercase letters (A-Z) and numbers (2-7). Click on the Generate button to generate a secret.
Make sure that you add the shared secret to your generator application and the application works well. Otherwise you will be not able to login anymore without the two factor token.
Here can be changed the image used as avatar image in Ticket Zoom screen and in the main menu.
It is not possible to upload an avatar image directly in OTOBO. You have to register your email address on Gravatar to use this feature. Otherwise the first letters of first name and last name will be displayed.
Use this widget to set language for OTOBO user interface.
Only those languages are listed by default, in which OTOBO is translated more than 95%. To see all available languages, click on the refresh icon next to the drop-down list.
Translation status of incomplete languages are low, but you can help to improve the translation. See the developer manual for more information about translating OTOBO.
Each agent has to set the timezone of the current location to get proper date and time calculation in OTOBO.
Select the location where you are currently in.
Out Of Office Time¶
With this widget agents can inform other agents about absence. This is useful for resource planning and workload balancing.
- The function can be turned on or off.
- The first day of absence.
- The last day of absence.
These settings are for customizing personal notifications.
In this widget some queues can be selected as preferred queues. Tickets in this queues will be displayed under the Tickets in My Queues filter of the ticket widgets, and notifications will be sent, if new tickets are available in one of the selected queues.
In Queue View only those queues will be displayed under My Queues filter, that are selected in this widget.
In case of owner or responsible selection, only agents are listed by default as potentially owner or responsible, who are set the queue as preferred queue in this widget.
Select one or more queues from the drop-down list.
Ticket::Service needs to be activated to use this feature.
In this widget some services can be selected as preferred services.
In Service View only those services will be displayed under My Services filter, that are selected in this widget.
Select one or more services from the drop-down list.
In this widget can be selected the methods used for any kind of ticket notifications.
The possible methods are Email, Web View or SMS.
In this widget can be selected the methods used for appointment notification.
The possible methods are Email, Web View or SMS.
My Chat Channels¶
ChatEngine::Active needs to be activated to use this feature.
In this widget some chat channels can be selected as preferred external chat channels. You will be notified about external chat requests in these chat channels.
In Manage Chats screen only those chat channels will be displayed under My Chat Channels filter, that are selected in this widget.
Select one or more chat channels from the drop-down list. An agent needs to select in which chat channels want to be available. Customers will only be able to create a new chat request on a certain channel if at least one agent with owner permissions has selected this channel in their preferences and is set as available for external chats by the chat availability icon in the Dashboard header toolbar.
These settings are for change some visual appearance of OTOBO.
In this widget can be selected the skin, that OTOBO should wear.
Select a skin from the drop-down list.
Overview Refresh Time¶
It is possible to make overview screens automatically refreshed after a period of time.
Select a refresh interval from the drop-down list.
Refreshing the overview screens too often can cause performance issues on large systems with many agents.
Screen after new ticket¶
Select, which screen should be shown after a new ticket has been created.
Select a screen from the drop-down list.
In this module can be configured some system configuration options.
To modify a setting:
- Use the tree navigation in the left sidebar to find the desired setting.
- Modify the value.
- Click on the tick button in the right side of the setting widget.
The modified settings have a gray border on the left.
To reset a setting:
- Click on the reset icon in the top right corner of the setting widget.