Update User Information

Users in the IZIHelp system are divided into 5 levels:

  • Customer: Requester
  • Employees in the system have different levels: Agent, Supervisor (Supervises agents within the assigned group.), Manager (Admin account), and Owner (Owner account).

Note: Only higher-level users can modify the information of lower-level users. Supervisors can only edit the information of agent within their assigned group.”

To edit user information, follow these steps:

  1. Go to the left menu and select “People.” Hover over the user’s name, then click the edit button (pencil icon) on the right side of the user.
  2. The Personal Information interface will appear on the screen.
  3. After editing personal information, click the “Update” button to save the changes.

Group:

An user can be added to multiple groups, but only one group can be set as the Default Group. You can edit, add, or remove groups for a user as needed.

Note: The default group can be changed but cannot be deleted.

Contact:

(1) Add email contact

(2) Add phone contact –> (a) Click to select the country code.

(3) Add extention (Extension number (PBX))

Another functions:

(4) Reset pasword: The system will send the new password to the user’s email.

(5) Add tag

(6) Delete user

(7) Suspend user

Note:

  • Only admin and owner accounts have permission to delete or deactivate users.
  • An admin account cannot delete or deactivate another admin account or an owner account.