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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.
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Accessing another user's profile
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Click on the Agenda tab in the User Profile to access the client's agenda. Here, you will see all the tasks that the user has scheduled for their cases using the Next Task Date option in the task forms. Clicking on a scheduled task in the agenda will take you to the case that needs to be managed on the specified date and time.
Assigned Customers
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Click on the Assigned Customers tab in the User Profile to access the list of clients that have been assigned to the user for ticket management. From this list, you can add more assigned customers to the user, or remove existing assigned customers.
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Assigned Campaigns
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Click on the Assigned Campaigns tab in the User Profile to access the list of campaigns that have been assigned for case management or supervision. From this list, you can add/remove the user to different campaigns for case management or supervision, as well as edit the campaign channels that the user has at their disposal.
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