Add User

To add a user, click on the Add User button from the Users module.

Open

Sagicc will take you to the user creation form, where you will need to enter the following required information:

• Name: User's name

• Username: It is the username or unique identifier of the user. It is required to assign tickets to specific users.

• Email: It is the user's email address, with which they can log in to the platform. It is recommended to use the company email address and NOT the personal email address, as notifications from the platform, password recovery messages, etc., will be sent to this email account.

• Password: It is the password with which the user can log in to the platform. An initial password will be assigned and can be changed by the user later from their User Profile.

• Repeat Password

• Roles: It is the role or roles that the user will have within the platform. The user's functionalities and permissions within the platform depend on these roles.

• Enable/Disable multi-factor authentication (MFA): It will indicate whether the multi-factor authentication functionality will be enabled or disabled for the user when logging into the platform.

• Access to mobile app (Sagicc App): Enable or disable this option if you want the user to have access to the Sagicc App. If this parameter is activated, the user will be able to use the Sagicc mobile application to manage their tickets and interact with customers.

• Extension: It is required in case the user needs to receive or make calls with Sagicc's telephony channel.

Open

If required, you can also enter the following additional user information:

• Extension: Required if the user needs to receive or make calls using the Sagicc telephony channel.

• Skills: Select one or more skills from the list to associate with the user.

• Position

• Department/Division

• Date of Birth

• Phone

• Mobile

• Address

• Facebook

• Twitter

• Instagram

• Enable/Disable automatic inclusion of the signature in all emails: Indicates whether the platform will automatically include the user's signature when composing emails.

• Signature: Design a personalized signature for the user, which can be used when signing emails.

Verify that the information is correct, and click Save to add the user. If the process was completed successfully, you will be automatically taken to the profile of the user you just added, and the newly created user will be able to log in to the platform with the configured email and password.