User Profile

Accessing your User Profile

From the options bar located at the top of the screen, click on the stopwatch icon, and then click on the "My Profile" option to access your User Profile. Sagicc will take you to an interface where you can view all your personal information, contact details, schedule, profile picture, assigned customers, and more.

Accessing another User's Profile

To view the User Profile with detailed information of another existing user in the platform, select them from the Users module and click on "View" to access their profile.

User Profile

In the User Profile, you can view all the basic information of a user, additional details, skills, roles, schedule with scheduled tasks, and a list of assigned clients/campaigns (depending on the user's role). At the top right of your profile, click on the "Options" button to access the following options:

• Edit: Selecting this option will redirect you to the User Profile Edit form in Sagicc, where you can update both the basic and advanced user information, as well as configure their signature. If you have an administrative role in the platform, you'll also have the ability to adjust the workspaces the user will have access to. Once you've made the necessary modifications, verify that the information is correct and click on "Save" to confirm the changes.

• Change Profile Picture: Click on this option to select a new photo or image for the User Profile. Remember that you can only upload files in JPG, JPEG, or PNG formats.

• Change Password: Click on this option and you'll see a form that allows you to change the user's platform access password. To change it, you'll need to enter the current password and specify a new one. Click on "Change Password" to apply the changes. The next time the user logs in to the platform, they'll need to use the new password.

Agenda

Click on the "Agenda" tab within the User Profile to navigate to the customer's agenda. Here, you'll find a comprehensive list of tasks scheduled by the user, using the "Next Task Date" option within the task forms. Clicking on any scheduled task within the agenda will directly lead you to the corresponding ticket, which requires management at 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 or 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.