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About Users
This set of functions is intended for user management
on a workspace-wide basis. There are also some system-wide user management
options; these are detailed in the chapter on System
Administration.
The
workspace-wide user options include:
- Agents
- Add Agents—Add new Agents/Administrators
to this workspace.
- Edit Agents
—Edit the properties
of Agents.
- Teams
—Create
and edit Teams of Agents for assignment in this workspace.
- Customers
- Add Customers
—Add new Customers
to this workspace.
- Edit Customers—Edit
the properties of Customers.
- Customer
Options
—Configure
options for Customers.
- Roles
- User Roles
—Define
and manage permission roles for Agents and Customers.