User Profile

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.

User Profile

In the User Profile, you can view all the basic information of a user, additional information, skills, roles, scheduled tasks on their agenda, and a list of assigned clients. At the top right of your profile, click on the Options button to access the following options:

• Edit: Click on 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 the information is correct and click on Save to confirm the changes.

• Change image: Click on this option and you can select a new image or avatar for your user profile.

• Change password: Click on this option and you will see a form to change your platform access password. To change it, you need to enter the current password and specify a new password. Click on Change Password to apply the changes. The next time you log in to the platform, you will need to do so with the new password.

Agenda

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

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.

Assigned Campaigns

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.