Help Desk - Editing Staff and Agents

Automatically generated profile icon or thumbnail of the image uploaded by the user for their profile photo.

Use this checkbox to enable and disable the Agent or Staff members account.

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.

Remove the uploaded image and revert to the auto generated profile icon.

Opens a local file system browse dialog.  The user can select a file from the local computer and attach it to the profile for use as the profile photo.

The User's Display name is editable by an administrator. This field is required. The user's first and last name are not editable by a site administrator. These values are only editable by the account owner or user.

Enter or modify the email address associated with this user. This field is required.

The products that have been associated with the selected Staff member or Agent.  Consumer and end users of tiHelpdesk can enter tasks for the products that have been assigned to their Company or Division.   Users associated with Products and Groups can only create tasks for those specific Products and Groups. Agents with Products and Groups assigned can only be assigned to tasks with those Products and Groups. For more information about Products and Groups see the related help topic.

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

Notes and comments that are associated with the displayed Staff member or Agent. These notes are not displayed anywhere except on the Staff member or Agent Details Screen.  Information that may be included here could consist of anything that was of importance with this Staff member. These notes are not private and can be seen by other users with access to the Staff and Agents List.

Show all tasks allows the user to view all tasks in tiHelpdesk and help desk irrespective of their Product and Group assignment.  Normally Agents and Staff Members are restricted to viewing tasks that they have been associated with using the Product drop down (see item #8 above.)

To save changes to the Staff or Agent details click on the save button.

To cancel saving changes to the Staff or Agent details click on the save button.

To mark the Staff or Agent record as deleted click on the delete button.

Click on the users email address to open the associated email client and send an email to the Staff member or Agent.

Click on the users phone number address to initiate a phone call to the Staff member or Agent on supported devices.

Enter the Staff or Agents job title.

Agents and Staff members can be associated with Product Topics.  The products can have multiple topics. Consumer and end users of tiHelpdesk can enter tasks for the products and select a topic when available.  Agents with Products and Groups and Topics assigned can only be assigned to tasks with those Products and Groups and Topics.

Edit or modify the users work phone number associated with this user.