User Profile

Accessing your User Profile

From the top options bar, click on the clock icon and then click on the My Profile option to access your user profile. Sagicc will take you to a profile where you can view all your personal information, contact details, agenda, profile picture, and more.

Accessing another User's Profile

To view the profile with detailed information of an existing user, select the user in the Users module and click on View.

User Profile

In the User Profile, you can view all the basic information of a user, additional information, skills, roles, scheduled tasks on their agenda, and a list of assigned customers. At the top right of your profile, click on the Options button to access the following options:

• Edit: Click on this option and Sagicc will take you to the Edit User Profile form, where you can edit and update your information within the platform. Verify that the information is correct and click on Save to confirm the changes.

• Change image: Click on this option and you can select a new image or avatar for your user profile.

• Change password: Click on this option and you will see a form to change your platform access password. To change it, you need to enter the current password and specify a new password. Click on Change Password to apply the changes. The next time you log in to the platform, you will need to do so with the new password.

Agenda

Click on the Agenda tab in the User Profile to access the customer's agenda. Here, you will see all the tasks that the user has scheduled for their tickets using the Next Task Date option in the task forms. Clicking on a scheduled task in the agenda will take you to the ticket that needs to be managed on the specified date and time.

Assigned Customers

In the User Profile, you will find the "Assigned Customers" tab, which allows you to access a list of customers assigned to the user for ticket management. These customers constitute the user's customer pool, i.e., those they are responsible for serving. From this list, you can add assigned customers to the user or remove existing assigned customers.

From this same list, you have the option to transfer the entire customer pool from one user to another. This function is especially useful in situations where a user is not available to serve their assigned clients, and a mass reassignment is required. To carry out this action, click on "Transfer" and choose the user to whom you want to transfer the assigned clients. This allows for more efficient ticket management, ensuring that clients receive necessary attention even in changing circumstances.

Assigned Campaigns

Click on the Assigned Campaigns tab in the User Profile to access the list of campaigns that have been assigned for ticket management or supervision. From this list, you can add/remove the user to different campaigns for ticket management or supervision, as well as edit the campaign channels that the user has at their disposal.