A person's identity
Fill in a person's phone, Slack, Teams and other details on their own page.
Open People, then the person. Their identity is the section Identities and channels. It is filled in on this page. It does not appear under Agent identities. Agent identities are who an agent speaks as, and that is a different list.
What you fill in
- Email comes from their sign-in. The row says From their sign-in. It is not typed here. When this reader cannot see it, the row says Shown to them and company Admins.
- Phone, Slack and Microsoft Teams, then any other details the company asks for on every identity.
- An empty detail says Not set.
- Each detail saves on its own when you leave the field or press Enter. The page says Saved.
- If it cannot be saved, nothing changes, and the page says This couldn't be saved. Nothing changed.
The section note says Where agents can recognise and reach this person. Each detail saves on its own. While it loads, the page says Reading their details….
Who can change it
- The person, and a company Admin, can type. Everyone else can read.
- The read-only note is Only this person or a company Admin can change these details.
- A company Admin can choose Open identity › for the full identity record.
- When Slack is already connected, the row says Linked from Slack or Not linked. The person themselves can choose Connect › when it is not linked.