In your profile, you will be able to edit your name and avatar, reset your password, customize the interface, set a personal signature for responses in requests, and configure email notifications.
You can access your profile by clicking on your avatar in the bottom-left corner of any Swarmica page.
Profile
At the top of the profile page there is a block with personal data.
Avatar
To change the avatar, click on it. A picture upload window will open. You can also delete the existing picture.
Click on the image selection field or drag the image from a folder on your PC. Only jpeg, png, or gif formats are accepted.
You can resize the selected image and select a fragment by moving the mouse.
After clicking "Save", the avatar will be fixed in the profile.
"Cancel" will undo all changes. The "Delete" button will remove the existing avatar.
Name
Чтобы изменить имя, нажмите на иконку редактирования справа от него:
In the opened field, make the necessary changes and click the checkmark save or cancel
to revoke the changes.
Other
At the top right there is a logout button - you can use it to log out of your profile.
The user's email (cannot be edited), as well as the date and time of registration in the system, are indicated under the username.
If you need to change the email, you will need to create a new profile.
The «Reset password» button will allow you to send a link to your email to change the password in Swarmica.
User Interface Preferences
Here you can specify the system and notification language, the date display format, and choose a convenient system theme: dark or light.
The light theme is set by default.
The Absolute date format is dates of the form Feb. 20, 2025, 22:11:24.
The Relative format is dates of the form a few seconds ago, 2 minutes ago, etc.
Examples of displaying the absolute format (1) and the relative format (2) in the list of requests:
Signature
The signature added here will be applied at the end of each of your responses in the requests. At the top of the signature block, there is an editing panel with which you can edit the signature. After making all the changes, click "Save".
Email notification preferences
Here you can enable or disable notifications that you will receive by email when the events specified in them occur.
The appearance and content of the sent emails are configured in the notification template settings.
Let's decipher the meaning of each notification.Depending on your role, some notification settings may be missing.
KCS, articles and knowledge management
- The Reviewer role has been assigned
An email is sent to agents who have been assigned the Reviewer role. - The Reviewer role has been removed
An email is sent to agents when they are removed from the Reviewer role. - Articles awaiting review
Agents assigned as Experienced (contributor and publisher) regularly receive an email reminder about Unreviewed articles with significant reuse (when the "Threshold for draft-related requests" goal is reached) awaiting review and verification. - Articles awaiting publication
Editors regularly receive an email reminder about Reviewed articles with significant reuse (when the "Threshold for draft-related requests" goal is reached), awaiting review and publication. - Article quality score received
An email is sent whenever you receive an article quality score — for article authors assessed by reviewers. - Content linkage accuracy score received
An email is sent each time you receive a content linkage accuracy score — for employees who linked articles to requests. - New achievement
An email is sent to agents who receive a new KCS achievement. - Article marked for revision
An email is sent to you whenever an article in which you are listed as the author is marked as needing improvement. - My requests with no article link
A notification is sent daily and contains information about requests in which you are assigned as responsible and where there are no links to KCS articles. - All requests requiring KCS articles
A notification is scheduled daily for all users with the manager role and contains information about all requests that do not have KCS articles linked to them. - Linkage accuracy assessment required
An email is sent to employees with the Reviewer role on a weekly basis, reminding them about Linkage accuracy assessments awaiting review. - Content quality assessment required
An email is sent to employees with the Reviewer role on a weekly basis, reminding them about Content quality assessments awaiting review. - KCS implementation phase completed
An email is sent to administrators after the successful completion of the next KCS implementation phase.
Ticket notifications
- A new request has been assigned.
An email is sent whenever you are assigned as responsible for a request. - A new request has been created and assigned to me.
An email is sent to employees when a new request is created, in which you are assigned as responsible or BCC. - Any new request has been created.
An email is sent to employees whenever a new request is created. - My request has been created.
An email is sent to you when you are the sender of the request or are in the CC for a particular request. - A public response has been added.
An email is sent to employees assigned as responsible or BCC when any public response is added to a request. - My public comment has been added.
An email is sent to employees assigned as responsible or BCC when they add a public comment to a request. In general, turn off this notification if you do not want to receive notifications about your own comments. - An internal comment has been added.
An email is sent to employees assigned as responsible or BCC when any internal comment is added to a request. - My internal comment has been added.
An email is sent to employees assigned as responsible or BCC when they add a public comment to a request. In general, turn off this notification if you do not want to receive notifications about your own comments. - Any response has been added to my request.
An email is sent whenever someone responds to a request in which you are the sender of the request or in the CC. - My response has been added.
An email is sent each time you respond to a request if you are the sender of the request or in the CC. In general, turn it off if you do not want to receive notifications about your own responses. - Reminder about a request awaiting a response.
An email is sent to the client twice over several days reminding them to provide the information requested by the support team. After two notifications, the request will be moved to the «Solution provided» status if no response is received from the client.
CSAT notifications
- A rating has been received from the client.
The email is sent when the client fills out the CSAT survey in a ticket where you are assigned as responsible. - Any ticket has been rated by the client.
An email is sent to managers and administrators each time a client completes a CSAT survey.