Manage Your Status and Availability

Status helps your team understand when you’re available in Help Scout. This article covers how status works, where you’ll see it, and how it affects routing and chat. 

What is Status?

All users in Help Scout have a status they can control except Light Users. Status indicates whether you’re available to work in Help Scout and helps your team understand when you’re around or away.

Status Options

• Active – You’re present in Help Scout and available.
• Away – You’re not currently available

How Status is Displayed

A user’s status appears as a presence indicator on their photo or initial avatar.

Green indicates Active

Grey indicates Away

Manage Status

You can update your availability at any time from the account dropdown in the top-right corner of Help Scout.

Update Your Own Status

1. Click your profile photo or initials
2. Use the toggle to switch between Active and Away

Update Another User's Status

Account Owners and Admins can manage another user’s status from Manage > Users.  Click into a user’s row or open the three-dot menu to change their status to Active or Away.

View a Teammate’s Status

A teammate’s status will show where it’s helpful to understand whether they’re available. This is shown through a presence indicator on their photo or avatar, including:

• When assigning conversations

• When mentioning teammates in notes

• Anywhere the Assign column appears — hover over the user's name

To learn more about customizing your conversation list, see Column Management.

How Status Impacts Routing

Your status determines whether you’re eligible to receive automatically assigned conversations when using the routing feature.

• When your status is Active and you’re below your assignment limit, routing can assign conversations to you automatically.
• When your status is Away, you won’t receive any automatic assignments via routing.

Status does not affect:

• Manual conversation assignments
• Assignments made through Workflows

To learn more, see Use Routing to Automatically Assign Conversations.

How Status Affects Chat

Status and chat availability work alongside each other, but they’re managed separately. Status alone does not control chat availability.

If chat is enabled in a Beacon, to control your chat availability, your status must be set to Active. If your status is Away, the Chat Availability option won’t appear in the account dropdown menu.

To learn more about managing your Chat Availability, see User Availability and Maximum Chats.