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Edit Agent User
The Edit
Agents page includes options to edit a user’s permission level,
billing rate, password, etc. In
addition, individual users can change many of their own preferences from
the Preferences screen.
- Select Administration
| Workspace on the Toolbar, then select Edit
Agents from the main frame in the Users
& Roles section.
- Select the user from
the Users
drop-down list, which displays a list of all users in the workspace.
- Click GO.
- An Edit
User page is displayed, with options as follows:
- User
Role—Select
a new role for the user for the current Workspace and specify the type of
license the Agent is to use.
- Billing
Rate—Optionally
assign the user one or more hourly billing rates or edit existing rates
(refer to Billing Rates for complete
details on editing this portion of the page).
- Agent
Preferences—These
options can also be changed by the Agent on the Preferences page.
- Name—Change the
user's display name (does not affect the user ID). Replace the current
name in the text box.
- Authentication—If the System
Administrator has defined two authentication methods, you can change the
method the agent uses to log into .
- Password—Change the
user's password. The password must be entered
twice. If you hover the mouse over the word "Password", the are displayed. Passwords must conform to the password complexity rules.
- Primary
Email Address—Change
the user's email address for email notification. The
option must be checked to receive email.
- Pager
Email Address (optional)—Optionally
enter a separate email address for a pager. This address can be
used for escalation notification. Check this option to receive regular
notification email at this address.
- Wireless Email
Address (optional)—Optionally
enter a separate email address for a wireless device. This address
can be used for escalation notification. Check this option to receive
regular notification email at this address.
- Supervisor
(optional)—Optionally
designate a supervisor to whom the Agent reports.
- Default
Workspace—If
the user is a member of more than one workspace, change the default workspace
that is displayed when logging in to . To change
the default workspace, choose from the drop-down box.
- User's Local Time Zone (optional)—Optionally enter a time zone specific to the user.
- Date Format (optional)—Optionally enter a date format for this user.
- Preferred Language (optional)—Optionally enter a preferred language for this user.
- Unlock Account—If an agent has been locked out of his or her account, a checkbox may be displayed to allow the workspace administrator to override the lockout. Check the checkbox to override the lockout, which allows the agent to once again log in to . While locked out, an agent cannot log in to , but can create or edit an issue via email.
- Enter your administrator
password and click Save.