...
Accessing another User's Profile
From
the options bar located at the top of the screen, click on the stopwatch and then select the "My Profile" option to access your User Profile. Sagicc will take you to an interface where you can view all your personal information, contact details, schedule, profile picture, assigned clients, and moreTo view another user's User Profile on the platform, go to the Users module, and in the list, click "View" to access their profile.
| Info |
|---|
Note that by default, only users with an “administrator” role can access the User Profile of all users. |
...
User Profile
...
In the User Profile, you will find the "Assigned Customers" tab, which allows you to access a list of customers assigned to the user for ticket management. These customers constitute the user's customer pool “Customer Pool”, i.e., those they are responsible for serving. From this list, you can add 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.
...