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Articles on:Company Settings
How to create dimensions, tasks and adjust settings like allowing self-evaluations.

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  • 1. Company Settings Description
    In the Company Settings, you can create and modify the following settings: Dimensions: Creation of Dimensions Company Settings: Company settings Tasks: Creation of tasks Rights of the data subject: Adding the Rights of the data subject Automatic Passivation of Users (Additional Service): Automatic Passivation of Users Automatic Deletion of Data (Additional Service): Automatic Deletion of Data feature You cFeatured
  • 2. How to create and edit dimension?
    With the help of dimensions, you can have additional information about the evaluated customer interactions and coaching sessions in your unit. You can use dimensions in reporting, to sort out specific results. Creating Dimensions You can create Dimensions by clicking on your name in the top right corner of the application and selecting Company Settings. (https://storage.crisp.chat/users/helpdesk/website/301afad516Featured
  • 3. How to adjust company settings?
    Click your name on the upper right corner of QualityDesk and select Company settings. Company settings generally always affect the Company where the user is, unless the setting has a unit or team selection. From the company settings, you can: Change the name of the Company Settings Filled evaluation forms can be modified by (6-filled-evaluation-forms-can-be-moFeatured
  • 4. How to create tasks?
    Click your name on the upper right corner of QualityDesk and select Company settings. Select the sheet Tasks. Click + Add new task. Choose how often the task is repeated. Write name of the task. Write a description of the task. Click Save. The task automatically goes to team leadersFeatured
  • 5. Rights of the data subject
    Adding Rights of the data subject to QualityDesk You can add Rights of the data subject to QualityDesk directly in the application from the Company settings. This allows the controller to provide the data subject with the information necessary to fulfil the information obligation according to the GDPR. Once the Rights of the data subject have been added to the Company Settings in QualityDesk, they will be visible toFeatured
  • 6. Automatic Passivation of Users (Additional Service)
    Automatic deactivation settings. The service can be found in Company Settings, under the Automatic Deactivation of Accounts tab. Click the Edit button. Select how long users must remain inactive before passivation. The minimum period is 1 month, and you can set different durations for Agents and Supervisor level users. Next, choose whether you want to use pre-configured email reminders that notify users whFew readers

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