Change settings and check office health
About this guide
Last reviewed October 7, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Open Options or Health. Operations and Administrator can change settings; Accounting can review.
Choose app colors
Section titled “Choose app colors”- In Options > Branding, select Manage Branding. Choose Personalized for each user’s chosen accent color, or Custom branding for shared company colors.
- For custom colors, choose Primary color and Secondary color, or enter their hex values. Select Save branding; the page reloads.
Switching modes keeps saved personal and custom colors. Reset custom colors restores AgencyMesh colors without changing the mode. Light/Dark/System stays available in either mode.
Set office or zone sharing
Section titled “Set office or zone sharing”- Open Dashboard Settings > Manage Settings. Choose Action Items > Office only or Zone Shift. For Zone Shift, set Zone Shift Time in Central time.
- Choose Leaderboards > Company wide or Zone wide, then Save Settings.
Zone Shift lets Office and Agent accounts help across the zone after the set time, once their own office clears that same queue. Agent accounts split eligible work among active users. Zone-wide leaderboards compare offices within the selected office’s zone.
Choose who appears in Team
Section titled “Choose who appears in Team”- In Options > Dashboard Settings > Manage Settings, turn Show Team in Directory on or off.
- Choose Team visibility, then Save Settings. Reload Dashboard to apply the change.
| Item | Guidance |
|---|---|
| Company wide | Shows all Agent accounts in the company, including people with no assigned office. |
| Selected office’s zone | Shows Agent accounts assigned to active offices in that zone. With All Offices, uses the viewer’s assigned offices and their active zones. |
| Selected office | Shows Agent accounts assigned to that office. With All Offices, uses the viewer’s assigned offices. |
Zone view falls back to assigned offices when no active zone matches. Accounts remain listed when signed out or inactive. Shared Office accounts stay hidden. Visibility follows office assignments, not the Office column or sign-in status, and adds no office or task access. Team controls and status dots.
Set ticket choices, alerts, and connections
Section titled “Set ticket choices, alerts, and connections”- Ticket Types & Subtypes > Manage Types: choose available types/subtypes; use Add Subtypes or Type Name to add choices. Select Save Ticket Options. Keep at least one type; hidden choices stay on existing tickets.
- Internet Monitoring Alert Recipients or Transactions Credential Alert Recipients: choose Add Recipients or Manage Recipients, enter one email per line, then Save Recipients. Clearing these lists removes only company-specific recipients.
- Automated upcoming payment reminders. turns automatic reminder texts on or off and saves immediately.
- AMS Credentials: choose Add Credentials or Edit Credentials, complete the connection fields, then Save AMS Credentials. Vonage Information uses Add Details or Edit Details, then Save Vonage Information. Blank passwords do not keep old values; Configured means stored, not tested.
Fix an office health issue
Section titled “Fix an office health issue”- In Health, hover over or focus a status icon for its cause. This checks office setup and recent activity, not general uptime.
- For Missing, correct the field in Offices > Manage > Connections, then Save office. Return to Health and Refresh.
- For No Data, compare activity: Calls and To-Do Calls use the last 3 days; Quotes uses 14 days. Report lasting errors in Tickets.
Workstations counts matched managed computers. Internet shows Pending, Unknown, Stale, Online, or Offline, with timing details. No Data may simply mean no recent matching activity.