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Users and Teams

9 articles

Account setup(3)

Manage your profile and preferences

Main topic & features: Gorgias user profile management: personal information (name, email, bio, profile picture), helpdesk preferences (theme, timezone, date format), ticket translation settings, AI macro prediction/suggestions, and call forwarding. Questions/Problems answered: How to edit your Gorgias profile? How to update personal details, change helpdesk theme, set timezone/date format, configure ticket translation languages, manage AI macro options, or enable call forwarding to an external number. Key concepts & keywords: Gorgias, profile, settings, preferences, user, agent, personal info, customize, theme, dark mode, light mode, timezone, date format, translation, language, macro, AI, call forwarding, helpdesk.

Transfer Gorgias account ownership

Main Topic/Features: Gorgias account owner, transferring ownership, Users settings. Questions/Problems: How to transfer account ownership. What to do if the account owner is unavailable (e.g., left company). Who can initiate an ownership transfer. Key Concepts/Keywords: Account owner, transfer ownership, change owner, assign owner, Gorgias admin, helpdesk, user management, support request.

Common account errors

Main Topic & Feature Names: Gorgias error messages, helpdesk troubleshooting, browser performance, session expired, pk is not a valid integer, unable to fetch. Questions/Problems Answered: How to resolve common Gorgias errors; fix freezing, lagging, or latency; troubleshoot "Your session has expired"; resolve "pk is not a valid integer" when linking from third-party apps; fix "Unable to fetch" errors. Key Concepts & Keywords: Error messages, troubleshooting, helpdesk performance, cache, cookies, hard refresh, incognito mode, whitelisting, browser issues, session expired, third-party apps, web filtering, login page.

Users and Teams(6)

Manage users in Gorgias

Main topic & feature names: Gorgias user account management (add, create, delete, edit users), changing user roles. Questions or problems this article answers: How to add/invite, remove/delete, or edit user profiles. How to change user roles and permissions. What happens to tickets and analytics upon user deletion. Troubleshooting "email already in use" errors. Explains admin requirements and account ownership transfer. Key concepts & keywords: User, account, admin, roles, permissions, create, add, delete, remove, edit, manage, invitation, settings, email, tickets, analytics, 2FA, ownership.

Teams 101

Topic: Gorgias Teams feature for user organization. Answers: How to group users into Teams for efficient ticket routing, especially for multi-brand accounts. Explains using Teams for statistics, assigning Views, and applying Rules (including auto-assign). Keywords: Gorgias, Teams, user groups, ticket assignment, multi-brand, statistics, views, rules, auto-assign, workflow, organization.

Create a team

Main Topic/Feature: Creating a Team, Teams feature. Answers: How to create a new team; steps to set up a team in Gorgias; how to add users to a team; where to find team settings. Key Concepts/Keywords: Team, create, new team, settings, account, add users, team name, team description, team emoji, team management, auto-assignment.

Delete a team

Main Topic/Features: Deleting Teams, Gorgias Teams functionality. Questions/Problems: How to delete an existing team in Gorgias. Key Concepts/Keywords: delete, team, remove, Gorgias, Settings, Users & Teams, team management.

Add and remove users from a team

Main topic/features: Gorgias Teams management; Add user to team, Remove user from team functionalities. Answers: How to add a user to a specific team, how to remove a user from a team. Clarifies that users can be assigned to multiple teams and that removing a user from a team does not delete their overall user profile. Key concepts/keywords: Teams, users, team member, add team member, remove user, delete user profile, Settings, Users & Teams.

Login Issues

Main Topic/Features: Gorgias login troubleshooting, SSO (Google/Microsoft 365), Two-Factor Authentication (2FA), mobile app, desktop browser, cache & cookies, password reset. Problems Answered: How to fix login issues on desktop & mobile, including SSO password recovery, resolving 2FA problems (Admin reset token), clearing browser cache/cookies, and fixing "Too many login attempts" errors. Key Concepts/Keywords: Login issues, troubleshooting, password reset, SSO, 2FA, authenticator app, cache, cookies, mobile login, desktop login, "Too many login attempts", Gorgias.