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User Management & Team Settings

  • Exporting Users and Organizations Information Using API

    Overview There's no built-in feature in Kayako that would allow you to export users and organizations directly into a document file. However, you can use the API to retrieve the information in JSON fo...

  • Error: 'The value of the field is already used for another resource' When Adding a New User

    Overview When trying to create or add a new user in Kayako, you may receive the following error 'The value of the field is already used for another resource' which prevents you from completing the tas...

  • Enabling Single Sign-On (SSO) to Log In Using Remote User Authentication

    Overview If you don't want your user to set up a separate login credential for Kayako, you can enable single sign-on (SSO) authentication. This method checks your users' credentials against a remote a...

  • Disabling the Two-Factor Authentication

    Overview In Kayako, you can add an extra layer of security to your user account by enabling two-factor authentication (2FA). You can disable this feature at any time from your profile page in Kayako. ...

  • Disabling a User Account (Staff or Customer)

    Overview From time to time, you might need to shut down a user account, without removing them or their conversations permanently. For these situations, Kayako's Disable user feature comes in handy. NO...

  • Deleting an Organization Note via API

    Overview There is no option in the Kayako UI to remove or delete notes added to organizations, but it is possible using API (Application Programming Interface) calls. In this article, we will cover th...

  • Deleting a User Note via API

    Overview You have added a note to a user account and want to know how to remove it. Prerequisites To delete a conversation note, you will need an administrator account. Skills and knowledge of API (Ap...

  • 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...