Changing organisational settings
As an Administrator, you can change your organisation's details, such as its name, supported languages and the address used to send emails to customers.
Changing your organisation's name
Your Engage environment was set up with your company name already added, but you can change the name as it appears in the Engage Backoffice and in email confirmations to customers.
Changing the company name won't affect anything else, for example it won't affect the URL used to access the Engage Backoffice, or the sending domain used in emails to customers. To change these, please contact your Pexip Engage Customer Success Manager.
To change the company name as it appears in the Engage Backoffice and emails:
- From the left panel, select Organisation.
- From the Settings section, select General.
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From the General info section, edit the Company Name field:
- Select .
Changing the default country and timezone
Your Engage environment was set up with a default country and timezone. These default settings are used throughout the Engage Backoffice, including when adding a new office and for all Agents. These defaults can be overridden, for example:
- individual users can change their personal settings if they are based in a different timezone
- Office Managers can change the timezone or country of their office.
If a customer in one country or timezone makes an appointment with an Agent in a different country or timezone, both the customer and the Agent will be warned about the difference in their confirmation email. However, this is for information only; both the customer and the Agent will receive the appointment time as it appears in their own timezone.
To change the default country and timezone used in the Engage Backoffice:
- From the left panel, select Organisation.
- From the Settings section, select General.
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From the General info section, use the drop-down menus to select the Country and Default Timezone to be used in the Engage Backoffice:
- Select .
Enabling additional languages
As an Administrator, you can select additional languages to be supported within the Engage Backoffice and Engage plugin, in addition to the default English.
The default language used by the Engage Backoffice and in the confirmation emails sent to Agents and customers is English. All new Engage Backoffice users will see the English language version when they first sign in, but they can change their account settings to view the web app and receive emails in another language that you have enabled.
To add support for additional languages in your Pexip Engage environment:
- From the left panel, select Organisation.
- From the Settings section, select General.
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Scroll down to the Supported languages section, and use the toggle buttons to enable the languages you want to support:
- Select .
After a language has been enabled:
- you can add translations into that language for your organisation's categories and subjects — see Providing text in other languages
- you can add a URL for a language-specific version of the plugin — see Configuring plugin URLs for other languages
- you can customise the templates used to create the calendar events sent to Agents and customers who are using that language — see Editing the event calendar information
- you can change the sender name for emails and events sent to Agents and customers using that language — see Changing the sender email address
- individual Engage Backoffice users can elect to view the web app in that language — see Changing your language and timezone
Note that you do not need to enable a particular language here in order for that language to be available to select when creating a new customer (so that the customer will receive confirmation emails in the selected language). By default, Pexip Engage includes confirmation emails in each of the available languages.
Changing the sender email address
As an Administrator, you can change the default "from" email address for all emails and events sent from Pexip Engage. You can also set up additional sending addresses for each language you have enabled.
You can change the name part of the email address here yourself, but if you want to change the domain you must contact your Pexip Engage Customer Success Manager.
To change the sending email addresses:
- From the left panel, select Organisation.
- From the Settings section, select General.
- Scroll down to the Sender email address section.
- In the Default field, enter the sending email address to use if an alternative is not specified for a particular language.
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Enter any alternative sending addresses next to the appropriate language:
- Select .