YouTrack Cloud 2024.3 Help

Manage User Accounts for Agents

The number of active agents along with standard users affect the price of the YouTrack license. In this article, we describe how you can manage agent users in YouTrack.

When you purchase a YouTrack license, you decide how many agent and standard user licenses you need. Each registered user with full access to YouTrack features needs a standard user license. In addition to a standard user license, every agent user needs an agent license to be able to communicate with external helpdesk users.

View Agents

On the Users page, you can view the list of all agents in YouTrack.

To view the list of agents:

  1. From the Administration menu, select Users.

  2. Deselect the Standard users and Reporters options so that only the Agents option remains selected.

    The list of all agents
    • You can see the list of all users of Agent type, including banned ones.

  3. Type not is: banned in the filter bar and press Enter to view only unbanned agents that count against the license.

    For more details about filtering the list of users, see Hub Search Reference

    The list of all unbanned agents

Reallocate Agent Licenses

When you need to grant some users with agent licenses and revoke agent access from others, you can do that either on the Users page or in the profile of a particular user.

  • On the Users page, locate the target user and select the new user type from the dropdown in the User Type column

    The user type options
  • In the profile of a user, select the new type from the User type dropdown and click the Save button.

    The user type options in the user profile

For more details, see Change the Type of a User.

To view the number of currently used agent licenses, open the License Details tab on the Global Settings page.

The license details

Learn more about how to Helpdesk Agents in helpdesk projects.

Last modified: 09 October 2024