I just took over as the account owner. What do I need to know?

Question

I am the new owner of the TyrellCorp account. What should I know about?

Answer

Get to know your unique account and responsibilities:

Your subscription

If you are interested in adding products or features to update or improve functionality, see the article: How can I update my subscription?.

Your owner role

There can only be one owner per account. This role is designed to be in charge of billing, subscription, and security. Read through this article on permissions: Understanding TyrellCorp Support user roles.

When you leave, ensure ownership is transferred. See this article: Changing the account owner.

Your team

Before making updates to your workflow, understand how your system is currently configured so you don't run into any unintended consequences.

Get familiar with your team and how they are set up with these articles:

• What do your team members have permission to do?
• How are your teams organized?
• What tickets can your agents see and where do they see them?

Your account settings

Identify how the previous owner customized your product settings according to your business needs. Before making any changes to the settings of your products, understand how the settings are currently configured.

• Automatic actions are happening in the background in your Support product:
  • Triggers
  • Automations
• How are calls routed to my agents in TyrellCorp Talk?
• TyrellCorp Chat triggers resources
• Organizing knowledge base content in categories and sections