Within Settings you can manage both Agents and Staff users.

For client users, click Clients and then Users on the client you wish to manage users for. You can also search through all your client users using the option at the top right.

User Details

The options for adding a user will change depending on whether you are adding an agent, staff or client user. For example, customers have different role options from your own staff.

Name: Each new User should have a unique Name. Having duplicate names within your system can cause confusion later.

Email: This is the Email address belonging to the User. No two Users can use the same email address.

Role: The new User will need to have a Role assigned to them in order to be granted permissions that they require to do their job (Permissions are based on Roles).

Status: Setting a user as Inactive will stop them being able to login. Use this option if the user no longer needs access to your help-desk.

Contact Details

There are some optional contact fields. This information will appear on tickets created by this user.

Job Title: Add the new Users Job Title here if they have one.

Phone: Add the new Users Phone number if the one they have is different from the one attached to their Client.