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Help Desk - Consumer User Details

 
Consumers and End Users can modify their profile data by editing their User Settings from the Main Toolbar. End Users should see the User Settings help topic for instructions on editing their own user profile information and settings in the tiHelpdesk instance.
 
Depending on a Staff Members user permissions and the subscription level, Staff Members and Agents may be able to edit Consumer Users general account information.  Not all Information is available for editing.  Consumer users and Agents may use the same email address and password for logging on multiple tiHelpdesk instance instances with different URL's.  Only data that is specific to the Staff Members or Agents current instance may be edited from the  Consumer User Details screen.
 
Depending on the users privileges and subscription level not all features and options may be available.
 

Help Desk - Consumer User Details
1

Email Address Link

1. Email Address Link
Click on the users email address to open the associated email client and send an email to the user's email address.
2

Company Link

2. Company Link
Click the associated company displayed in the User Header on the Detail Panel to open the Company Detail Panel and view or edit the company information.
3

User Icon or Photo

3. User Icon or Photo
The user's automatically generated profile icon or thumbnail of the image uploaded by the user that is displayed as their profile photo..
4

Upload Photo

4. Upload Photo
Opens a local file system browse dialog.  The agent can select a file from the local computer and attach it to the profile for use as the user's profile photo.
5

User Display Name

5. User Display Name
The User's Display name. This field is required. How the user name or nickname will be displayed on the tiHelpdesk instance web site.
6

Email Address

6. Email Address
Enter or modify the email address associated with this user. This field is required..
7

Company selection drop down

7. Company selection drop down
The Company, Division or Organization that this user is affiliated with. Optional.  Consumer Users can share the visibility of tasks across their Company or Division.
8

Splitter Bar

8. Splitter Bar
The Splitter Bar allows the user to resize the Detail View.
9

Users Job Title

9. Users Job Title
The job description or job title for the currently displayed user..
10

Mobile Phone

10. Mobile Phone
Enter or modify the mobile phone number associated with this user. This field is optional
11

Work Phone

11. Work Phone
Enter or modify the work phone number associated with this user. This field is optional
12

Notes

12. Notes
Notes and comments that are associated with the displayed Consumer User. These notes are not displayed anywhere except on the Consumer User Details Screen.  Information that may be included here could consist of anything that was of importance with this user. These notes are not private and can be seen by other users with access to the user's detail screen.
13

Save Changes

13. Save Changes
To save changes to the Consumer User details click on the Save button
14

Cancel

14. Cancel
To cancel saving changes to the Consumer User details click on the Cancel button
15

Delete

15. Delete
To mark the Consumer User as record as deleted click on the delete button. Records that are marked as deleted can be viewed and restored
16

Phone Number Link

16. Phone Number Link
Click to initiate a phone call to the user.  This feature may not be support on all devices.
17

Active/Enabled

17. Active/Enabled
Use this checkbox to enable and disable the user's account.
18

Send Invite

18. Send Invite
To send or resend an account invite click on the send invite icon. An email with link is sent to the user that will allow them to create a password and enter their user information so that they can log on the tiHelpdesk instance.
19

Delete File

19. Delete File
In the case where a profile photo has been assigned to the selected profile it can be deleted by clicking on the "Delete File" button.
20

Show All Company's Tickets

20. Show All Company's Tickets
Consumer Users can share the visibility of tasks across their Company or Division. If this check box is checked the Consumer Users can see and reply to all Tickets or Tasks for the Company, Division.  If this value is unchecked the user can only see their tasks.
 
 
User Permissions
 
View, edit and modify the User permissions for the currently selected user. Permission that are available for editing will be determined by suite configuration settings and subscription level.  Not all features may be available.