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Team, roles and security

Your profile and notifications

Set your name, picture, availability, language and email signature, and choose which notifications you get and where.

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Choose your picture at the bottom of the menu.

Availability

Set yourself Online, Busy or Offline. New conversations are assigned automatically only to people who are online. If a conversation is assigned to you while you’re offline, the person assigning it is told, and you see it when you’re back.

Profile settings

  • Name, Display name and picture.
  • Personal message signature, added to the end of every message you send.
  • Language of Texa Desk: English or French.
  • Password and two-factor authentication.

Notifications

Choose what you’re told about, and how: by email, or in Texa Desk under My inbox. Push notifications to your phone come with the Texa Desk app. For example:

  • A conversation is created, or assigned to you or your team.
  • You’re mentioned in a private note.
  • A new message in a conversation assigned to you.
  • A ticket is given to you, passes its promise, or the customer writes after it was resolved.

Audio alerts play a sound for new messages. You can also play a soft sound when a customer starts typing in a conversation assigned to you or open on your screen.

Switch company

If you belong to more than one company, switch between them from the same menu.

Still need help?

More in Team, roles and security

  • Roles and what each one can do The five built-in roles, ready-made roles such as Approver and Finance, and how to make a role of your own.
  • Branches and locations Give each shop, office or branch its own people, inboxes, teams and opening hours, group them in regions, and report on each one.
  • Groups of companies Run several companies from one group, with people who work in all of them, while each keeps its own Texa Desk, Texa AI and verification.
  • Security and sign-in Protect your account with two-factor authentication, let your team sign in with Microsoft Entra ID, Google Workspace or SAML, and see every change in the audit log.
  • Account settings Your company's name and language, the messages customers get when a conversation closes or reopens, public holidays, and turning on branches and groups.
  • Close your account How to close your company's Texa Desk account, what stops at once, the 14 days to change your mind, and what is deleted and what is kept.