CRM

JJ9
Contributor

Helpdesk Teams / Summary

Hi there, 

 

we have teams set in HS. 

 

BUT, I am looking at "Summary - > Team availability" and do not see all members there. 

JJ9_0-1736956054330.png

I can not modify this section. 

 

So my question is, why I do not see all members? 

I checked, if there are just "main" members, but it is not the case. 

 

Any idea how to set this overview correctly? 

 

Thanks

Jana

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3 Replies 3
JJ9
Contributor

Helpdesk Teams / Summary

Hi Pam, 

 

I see in my team 17 users, 6 are main team members. 

JJ9_0-1739954734062.png

 

It seems, that I can not manage acces for Helpdesk for users separately. I mean, as in Inbox. 

JJ9_1-1739955322713.png

 

JJ9_2-1739955469865.png

 

In this summary in Helpdesk I can see just 3 users

JJ9_3-1739955575018.png

 

Can you help me out? What and where should be set differntly, so I can see here just member of my specific team? 

 

Thanks

Jana

 

0 Upvotes
PamCotton
Community Manager
Community Manager

Helpdesk Teams / Summary

Hey @JJ9,

 

Please ensure the right users are assigned to the correct team in Settings > Users & Teams. (More information here). Also, confirm that the required users have the correct permissions under Settings > Helpdesk.

 

Kindly,

Pam


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PamCotton
Community Manager
Community Manager

Helpdesk Teams / Summary

Hey @JJ9, thank you for your message. 

 

The issue might be related to team configuration, user permissions, or filters in the "Summary" view. Please ensure all members are correctly assigned to the team, and check if there are any filters or restrictions in place.

 

If the issue persists, could you share more details, such as the steps you’re following and whether the missing members appear elsewhere? I’ll be happy to assist further.

 

Kindly,

Pam


Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success.
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