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User Management & Team Settings

  • Configuring User Registration Options

    Overview You may want to prevent spam registrations by providing a test question (e.g., Captcha challenge) that the user must answer in order to submit a form when they register through your Help Cent...

  • Configuring Security Login Policies

    Overview You can set security policies that control session expiration, maximum number of login attempts, and password expiration for your users in Kayako.    Prerequisites To edit any of the security...

  • Configuring Password Policies

    Overview You can establish a strict password policy that requires users to meet certain conditions for creating a password such as minimum password length, minimum numbers and symbols allowed, require...

  • Assigning User Roles to Your Team and Customers

    Overview In Kayako, each user account is assigned to a particular role with different permissions. Customer user accounts, for example, have only limited access to some Help Center features. Owner acc...

  • Assigning the Owner Role to Another User Account in Kayako

    Overview Kayako comes with five pre-built user roles (owner, administrator, agent, collaborator, and customer). The most powerful of all the user roles in Kayako is the owner role. It can perform all ...

  • Adding Signatures for Your Staff

    Overview Your staff or agents can add their signatures from the profile menu in the agent area. The signature will not appear in the conversation reply area when they try to respond to it but it will ...

  • Adding New User Accounts for Agents and Admins (Staff)

    Overview Whether you are the director of support, an agent on the support team, or a customer — if you are using Kayako, you will need a user account. Once a new user account has been created, Kayako ...