General Settings In EasyDesk

In this section, we will show you how to manage the core settings of your EasyDesk workspace from one place. You can update organization details, preferences, branding, and data options easily.

Access General Settings

General settings can be accessed from the main dashboard in a few clicks.

Steps

1.      Open your EasyDesk dashboard.

2.      Select Settings from the left sidebar.

3.      Select General under the settings menu.

You will now see all general configuration options on one screen.

Organization Profile

Organization profile stores your basic company information and visual identity.

Steps

1.      Go to Organization profile section.

2.      Review details like:

·         organization name

·         organization type

·         company size

3.      Select Edit to update information.

4.      Upload or change:

·         organization logo

·         logo icon

5.      Choose a primary color for your workspace theme.

6.      Save changes to apply updates instantly.

Preferences

Preferences control how dates and time appear across your EasyDesk workspace.

Steps

1.      Go to the Preference section.

2.      Select Edit.

3.      Update the following options:

·         date format

·         time zone

·         time format

4.      Save changes to apply the new settings.

Contacts Information

Contact details help customers identify and reach your business easily.

Steps

1.      Open the Contacts section.

2.      Select Edit.

3.      Add or update:

·         location

·         email address

·         phone number

·         website

4.      Save changes after updating details.

EasyDesk URL

EasyDesk URL defines your workspace address for agents and customers.

Steps

1.      Go to the EasyDesk URL section.

2.      Select Edit.

3.      Review or update your workspace subdomain.

4.      Save changes to confirm the URL.

Trash And Spam Deletion Policy

This setting controls how long spam and trash tickets stay before removal.

Steps

1.      Go to Trash and spam deletion policy section.

2.      Select Manage.

3.      Set deletion duration for:

·         trash tickets

·         spam tickets

4.      Save settings to automate cleanup.

Remove EasyDesk Branding

Brand removal helps you present a clean and custom experience in emails.

Steps

1.      Go to Remove EasyDesk branding section.

2.      Toggle the switch to enable or disable branding.

3.      Changes apply automatically after selection.

Data Import

Data import allows migration from other help desk tools into EasyDesk.

Steps

1.      Go to the Data import section.

2.      Select Import now.

3.      Choose the platform to import from, such as:

·         Freshdesk

·         Zendesk

·         HelpScout

4.      Follow on-screen instructions to complete import.

General settings help you keep your EasyDesk workspace organized, branded, and aligned with your business needs.