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IconEngage

Settings

Your profile and security, the organisation, members and roles, teams and routing, the audit log and integrations.

  1. Your profileChange the name your teammates see, and check the email address on your account.
  2. Security and two-factor authenticationChange your password, protect your account with an authenticator app and recovery codes, manage connected Google or Facebook sign-in, and sign out other devices.
  3. Organisation settingsRename your organisation, find its handle, and set the day boundary (time zone) that daily figures on the dashboard and reports are counted in.
  4. MembersSee who is in your organisation, invite people, change roles, remove members and revoke invitations.
  5. Roles and permissionsThe eight built-in roles, what each is for, and a full table of what each role can see and do.
  6. Teams & RoutingSet up departments, queues and the agent roster so new conversations reach the right people automatically, and set opening times, holidays and response targets.
  7. Business hours and holidaysSet the hours each WhatsApp number keeps, with night shifts and a holiday calendar, and see whether you are open right now.
  8. Audit logSee who did what in your organisation and when, filter the log by action, person and date, and read the details of any event.
  9. IntegrationsConnect IconEngage to your own systems, set credentials, choose events, map fields, and check the delivery and call logs.
  10. Contact lookupShow details from your own CRM or billing system in the inbox by having IconEngage look each customer up by phone number.

Still need help?

Write to us at [email protected] and tell us what you were trying to do. Already a customer? Sign in to IconEngage — the same articles are under Help in the app.