...
| Tabla de contenidos | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Info |
|---|
It is recommended that when accessing the platform for the first time, users go to their User Profile to complete or update their information. |
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.
...
| Info |
|---|
Note that by default, only users with an ADMINISTRATOR administrator role can access the profiles of all users. |
...
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
Click on the In the User Profile, you will find the "Assigned Customerstab in the User Profile " tab, which allows you to access the a list of customers that have been 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 more 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
...