Help Center
All categories

Users and Teams

9 articles

Account setup(3)

Manage your profile and preferences

Main Topic: User Profile Settings Feature Names: Personal Information, Profile Picture, Theme, Timezone, Date Format, Ticket Translation, AI Macro Prediction, AI Macro Suggestions, Macro Search View, Call Forwarding. Questions/Problems: How to edit Gorgias user profile? Where to update name, email, bio, or profile picture? How to customize helpdesk theme? How to set timezone and date/time formats? How to enable/configure ticket translations? How to manage AI macro suggestions and predictions? How to set up call forwarding to an external number? Key Concepts/Keywords: profile, user settings, preferences, personal info, customization, Gorgias account, agent identity, translation, macros, call management, helpdesk experience.

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: User Management Features: Create User, Delete User, Edit User, Change User Role Questions/Problems: How to add/remove/update users in Gorgias? How to manage user access and permissions? What happens to tickets when a user is deleted? How to change a user's role? How to view existing user accounts? Key Concepts: User profiles, Admin permissions, User roles, Account access, Invitation, Deletion, Ticket reassignment, Analytics data retention. Keywords: user, manage, add, remove, delete, create, edit, role, permissions, access, team, account, admin, settings, invitation, security, 2FA.

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.