As an admin, you can manage and control your company's details within tymeshift. You can enter your company's name, point of contact, time format, currency format, work week, and how you want to group your company's Tracked Time.
- Access General Settings
- Most common General Settings
- Access Advanced Settings
- Most common Advanced Settings
You can access the General Settings from Zendesk and your tymeshift WebApp by following the steps below.
In Zendesk:
- Click on the tymeshift icon in Zendesk.
- Click on the Menu.
- Click on Admin.
In the tymeshift WebApp:
- Click on Admin
. - Click on Settings.
Once you have accessed this page, you can make changes to your settings. We will highlight the most commonly used settings below.
- Account Details: you can enter your company's necessary information (e.g., name, email, phone number, etc.).
- Global Settings:
- Standalone Clock: when enabled, your agents who do not use Zendesk will be able to track their time against General Tasks. Please note that you must have the Standalone Clock option enabled to add non-Zendesk users.
- Highlight in Who's Working if the agent is Clocked In for more than specified hours: when this option is enabled, you will receive an alert when an agent is Clocked In for longer than a specified amount of time.
- Show agents only in their default group: when this option is enabled, tymeshift will only show agents inside of their default group, regardless of how many groups they are a member of in Zendesk.
- Time and Currency: you can set up your preferences in regards to the default time format, timezone, week start, calendar start day, time format, etc. For additional tips regarding Timezones, we recommend this article about Setting your account Timezone.
As an admin, you can manage your account's advanced settings under Advanced Options on the Settings page of your tymeshift Account.
- Click on Admin
. - Click on Settings.
- Scroll down and click on Show Advanced Options.
In advanced settings, you can find additional useful options for setting up your account and API-related documentation.
- Untracked Time: by enabling this option, you will be able to track the time that your agents are NOT clocked into a Ticket or General Task.
- Allow/Deny list for agents: this option gives you the ability to restrict your tymeshift account to only certain users. Check out this article to learn how it works.
- API Documentation: please read through this API article to learn more.
- API & Connection Management with Zendesk Support & Chat: please refer to the following articles How to Authorize tymeshift with Zendesk Chat and How to Re-Authorize tymeshift with Zendesk.