User Profile

Accessing your User Profile

From the options bar located at the top of the screen, click on the stopwatch icon, and then click on 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 customers, and more.

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Accessing another User's Profile

To 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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User Profile

In the User Profile, you can view all the basic data of the user, their additional information, assigned workspaces, skills, roles, a schedule with scheduled tasks, and the list of assigned clients or campaigns (depending on their role). In the upper right corner of the profile, click on the “Options” button to access the following functions:

• Edit: By selecting this option, Sagicc will take you to the form where you can 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 “Save” to confirm the changes.

• Change Profile Picture: Click on this option to 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'll see a form that allows you to change the user's platform access password. To change it, you'll need to enter the current password and specify a new one. Click on "Change Password" to apply the changes. The next time the user logs in to the platform, they'll need to use the new password.

Agenda

Click on the "Agenda" tab within the User Profile to navigate to the customer's agenda. Here, you'll find a comprehensive list of tasks scheduled by the user, using the "Next Task Date" option within the task forms. Clicking on any scheduled task within the agenda will directly lead you to the corresponding ticket, which requires management at the specified date and time.

Assigned Customers

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”, 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.

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.