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Accessing your User Profile
From the top options bar located at the top of the screen, click on the clock stopwatch icon, and then click on the "My Profile" option to access your user profileUser Profile. Sagicc will take you to a profile an interface where you can view all your personal information, contact details, agendaschedule, profile picture, assigned customers, and more.
Accessing another User's Profile
To view the profile User Profile with detailed information of an another existing user in the platform, select the user in them from the Users module and click on "View" to access their profile.
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Note that by default, only users with an administrator role can access the |
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User Profile of all users. |
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User Profile
In the User Profile, you can view all the basic information of a user, additional informationdetails, skills, roles, schedule with scheduled tasks on their agenda, and a list of assigned customersclients/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: Click on Selecting this option and Sagicc will take redirect you to theEdit User Profile Edit form in Sagicc, where you can edit and update your information within the platform. Verify 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.
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Remember that you can only modify certain information in your User Profile. Information such as email cannot be modified through this form. To do so, contact the platform administrator within your company. In addition, you can skip information that is not required. |
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Change Profile Picture: Click on this option and you can to select a new photo or image or avatar for your user profilefor the User Profile. Remember that you can only upload files in JPG, JPEG, or PNG formats.
Change passwordPassword: Click on this option and you will 'll see a form that allows you to change your the user's platform access password. To change it, you'll need to enter the current password and specify a new passwordone. Click on "Change Password" to apply the changes. The next time you log the user logs in to the platform, you will they'll need to do so with use the new password.
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Remember that setting a secure password is essential to keep the company's information and your user account protected and confidential. The platform administrator can configure certain rules to require a secure password format, such as including numbers, special characters, minimum length, etc. However, it's always your responsibility to establish a secure password. |
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If you have forgotten your platform access password, you cannot use this option to reset it. To do sothis, you must access the Forgot Password? option from the login screen or contact the platform administrator within your company. |
Agenda
Click on the "Agenda" tab in within the User Profile to navigate to access the customer's agenda. Here, you will see all the tasks that the user has scheduled for their tickets using the 'll find a comprehensive list of tasks scheduled by the user, using the "Next Task Date" option in within the task forms. Clicking on a any scheduled task in within the agenda will take directly lead you to the ticket that needs to be managed on corresponding ticket, which requires management at the specified date and time.
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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.
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