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:
- 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.
- The Personal Information interface will appear on the screen.
- 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.