Articles

• Delete an Agent in Kayako

  Overview You need to delete an agent that you have disabled but do not know where the delete button is. Solution If you don't want to delete the user and just want to remove their access, you can down...

• Defining IP Restrictions for Agent Logins

  Overview Your organization may want to control user access by allowing access to your Kayako agent area from a specific IP address or address ranges only.    Prerequisites To edit any of the security ...

• Customizing User Roles

  Overview Defining custom user roles is a great way to let each member of your support team play to their strengths. You can modify user roles and permissions so you can let say senior-level support ad...

• Configuring User Registration Options

  Overview You may want to prevent spam registrations by providing a test question (e.g., Captcha challenge) that the user must answer in order to submit a form when they register through your Help Cent...

• Configuring Security Login Policies

  Overview You can set security policies that control session expiration, maximum number of login attempts, and password expiration for your users in Kayako.    Prerequisites To edit any of the security...

• Configuring Password Policies

  Overview You can establish a strict password policy that requires users to meet certain conditions for creating a password such as minimum password length, minimum numbers and symbols allowed, require...

• Assigning User Roles to Your Team and Customers

  Overview In Kayako, each user account is assigned to a particular role with different permissions. Customer user accounts, for example, have only limited access to some Help Center features. Owner acc...

• Assigning the Owner Role to Another User Account in Kayako

  Overview Kayako comes with five pre-built user roles (owner, administrator, agent, collaborator, and customer). The most powerful of all the user roles in Kayako is the owner role. It can perform all ...

• Adding Signatures for Your Staff

  Overview Your staff or agents can add their signatures from the profile menu in the agent area. The signature will not appear in the conversation reply area when they try to respond to it but it will ...

• Adding New User Accounts for Agents and Admins (Staff)

  Overview Whether you are the director of support, an agent on the support team, or a customer — if you are using Kayako, you will need a user account. Once a new user account has been created, Kayako ...