Personal preferences¶

Customers manage their personal preferences and two-factor authentication.

Overview¶

This page explains how to use Personal preferences and describes its main effects. Test changes in a test environment first whenever they may affect existing tickets, permissions, notifications, or automations.

Typical workflow¶

Save personal settings. Perform the function in the designated form and immediately verify the result in the corresponding overview or on the affected ticket.
Change the language and interface preferences. Open the existing record, change only the required fields, and check dependent assignments before saving.
Set up or deactivate two-factor authentication. Open the relevant administration or action form, enter the required values, and save only after checking assignments and required fields.
Generate new recovery codes. Perform the function in the designated form and immediately verify the result in the corresponding overview or on the affected ticket.

Notes¶

Visible menu items and actions depend on the signed-in agent’s group and program permissions.
Deactivated entries are often retained for existing tickets and reports, but are no longer available for new assignments.
After making changes, test at least one realistic use case with a user in the affected role.