Create and Edit User : Helpdesk

In This Article

Overview

A user is created to navigate through the application and is given the ability to make necessary changes through the platform.

To create a user, please follow the below steps:

Step 1:

After logging into the platform, click the "Administration" module from the options displayed on the ribbon.

Step 2:

This will open the Administration screen. In the System section, click on Users.

Step 3:

This will open the Users screen. On the top right of this screen, select the +Add button to add a new user.

Step 4:

	First make sure the user is Active.
	Fill in the necessary personal details of the user.

Step 5:

	Select the appropriate position of the user from the drop-down menu.
	Select the preferred language of the user.
	Select the appropriate time zone for the user.
	Select the Home Site to which the user should have access.

Step 6:

To have access to see Support Widgets and Help Tours, tick on the boxes.

Step 7:

To add a Role to the user:

1. Click on the +Add under Roles. This opens the Roles dialogue box.

2. Select the Roles for the user and click Add button after the selection has been made.

Step 8:

You can delegate a role to another user by the following steps:

1. Click on the +Add under Roles. This opens the Delegations dialogue box.

2. Select the Roles for the user and click Add button after the selection has been made.