Users are the ones who will access the platform and take advantage of all the features and benefits that Sagicc offers to attract and keep customers satisfied. The platform has three (3) user roles (administrator, supervisor, and agent) that can be assigned to users. Each role has specific permissions assigned within the platform.
In new instances of Sagicc, some users are preconfigured for each of the roles. When starting to work with the platform for the first time, it is recommended to log in with an administrator role user to add the required users for the company.
| Info |
|---|
You can add as many users as necessary to the platform. Keep in mind that users have a specific cost (depending on the contract and Sagicc license your company is using), and sometimes the number of users and available roles may be restricted. |
Through the side menu, you can access the Users module.
Sagicc will take you to a list where you can browse all the existing users on the platform. For each entry in the list, you can see basic information such as name, email, role, status, and creation date. By clicking on the Add User button (in the upper right corner), you can display a form to add a new user to the platform.
By clicking on View (in the Options column), you can access the profile of a specific user. Also, from Options, you can Disable or Delete a user.
| Cambiar historial |
|---|