Account Settings is where you can choose the general settings for your account and all workspaces. Below you can see what you can do in each section.
Under “Company” you can set the name for the company, choose the starting day for the week and set your timezone. This is important, as we will buffer the tickets according to the time zone you have chosen.
Under "Connections" you will be able to see the help desk accounts that are linked to Klaus as well as the last time we synced the tickets.
You can manually trigger a refresh by clicking on the green 'refresh' button.
You can also add additional help desk connections to Klaus right here.
This is where you can decide which notifications you will receive, where and when. You can choose to receive daily, weekly or monthly reports as well as notifications when you have new feedback or replies to feedback you left.
You can also connect your Slack account to receive notifications there too.
This is where you can add different Workspaces which can have different scorecards, team members and dashboards. You can see more on managing Workspaces here.
This is where you can choose which Rating Scale you would like to use. By default, your rating scale will be a binary thumbs up/thumbs down option. However, you are able to choose a 1 to 3, 4 or 5 rating scales instead. You can also choose to see numbers or emojis and give reviewers the possibility to skip categories or not.
You can see more on choosing and implementing a Rating Scale here
Here you can decide how you would like your users to log in. Klaus offers the option to log in with email + password, through Google, through Slack or by using the Magic Link (sends an email with a link you can use to log in).
You can disable any of these options for your agents.
This is where you can see a list of the users currently in your account, see and change their role
As an admin, you can manage the payment options for Klaus.