Manage account settings

You can configure key account-wide preferences, including whether users with local accounts can update their own profiles, set how long on-demand invitations are active for, how operator names appear to customers during remote control sessionsand the blank screen message that appears on the Agent's screen.

Note: These settings apply to the whole account.

Access account settings

  1. In the 247connect Web Portal, go to Account > Settings in the side menu.

Blank screen message

Enter a custom message to display on the Agent's screen when you blank it. By default, the message is 247connect Agent - active {{Operator Name}}. To change it, type over the text. To revert to the default message, click the Reset to defaultOrange circular arrow.icon.

Enable self-service user profile updates

Enable users with local accounts to update their own profile information, including their username.

On-demand invite expiry

Set how long an on-demand invitation stays active before it expires. By default, invitations expire after 2 hours. You can change this time, up to a maximum of 24 hours.

Operator display name format

Choose how operator names are shown to customers during remote control sessions:

  • First name and last name: Example, John Smith.

  • Email: Example j.smith@247connect.com.

  • Custom: Enter a custom name, such as Supported by Your Company Name. This applies to all sessions.

Operator display name

If you select Custom, enter the name you want customers to see.

Click Save.

Settings take effect immediately and apply to all remote control sessions.