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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 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 profile User 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.
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Accessing another
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User's
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Profile
To view the profile with detailed information of an existing user, select the user in the Users module and click on View. another user's User Profile on the platform, go to the Users module, and in the list, click "View" to access their profile.
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Note that by default, only users with an |
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“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 data of a the user, their additional information, assigned workspaces, skills, roles, a schedule with scheduled tasks on their agenda, and a the list of assigned clients . At the top right of your or campaigns (depending on their role). In the upper right corner of the profile, click on the Options “Options” button to access the following optionsfunctions:
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Edit: Click on By selecting this option and , Sagicc will take you to the Edit User Profile form , where you can edit and update your information within the platform. Verify that update the user's basic information, additional information, and configure their signature. If you have the role of “administrator” on the platform, you will also be able to adjust the workspaces that the user will have access to. After making the necessary modifications, verify that all the information is correct and click on Save “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 select a new image or avatar for your user profile.Change passwordto select and update the picture or image of the User Profile. Remember that only files in JPG, JPEG, or PNG format are allowed.
Change Password: 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 “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 access navigate to the clientcustomer's agenda. Here, you will see all the tasks that the user has scheduled for their cases 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 case that needs to be managed on corresponding ticket, which requires management at 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 clients that have been 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 addmore assigned customers to the user , or remove existing assigned customers.
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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 case ticket management or supervision. From this list, you can add /or remove the user to different campaigns for case ticket management or supervision, as well as edit the campaign channels that the user has at their disposal.
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