In NABD, users are your individual
customer service agents. They are your contact with customers – providing support, answering questions,
fixing issues, etc.
In
NABD, you can create
different type of user profiles. Users can be your:
Individual customer service agents
Internal subject matter experts
System administrators
Help desk supervisors
External entities users
You can define access rights and data scope for each of these users using the Authorization module in NABD.
Once you add a user here, this user is available throughout NABD. You can then assign this user to a user group, give this user a role, assign permissions, etc.
To add a user:
From your left main menu, select Admin.
From Admin
page ,within Security section.
From the Security section, select Users.
On the Users page, click Add
(look in the upper right corner)
.
On the Users page, there are three
tabs of information that you need to complete to add a user.
Basic
information –
Name and address
information.
Work
information –
Job title and
work history information including organizational unit.
System
login information – NABD login information, authentication
method, and chat availability.
On the Basic
information tab, complete the employee's information. Employee
code and name, city, country, and e-mail are required.
Optionally, you can also enter detailed address and contact information.
Remember, you must select a country and city for the user.
For the contact information, you must enter a work e-mail address.
For Signature ,You can add your signature and use it after that in E-mails templates
Click the Work
information tab to add work-specific information for the employee.
Here is where you are required to assign a user to an organizational
unit.
Report to
–
Identifies the manager for
this user.
Status:
Active –
User is active and can access the system, Inactive
–
User is not active and can’t access the system, Terminated
–
User was terminated from the client and can’t access the system.
Work end date – Termination date of
the user. If the user was terminated, you must also include a work
end date.
Click the System
login information tab to enter system information for the user.
Remember user name and password are required here. You can also provide
the user permission to be available for internal and/or external customer
chats.
For Authentication
method,
identify the basic user authentication method – active directory or database or default system login.
This authentication method will override the general system authentication
method if specified.
For the active directory authentication method, you must enter your
active directory user ID and password. Otherwise NABD assumes the
active directory user ID is the same as the user ID defined on NABD.
Click Save and
close to add the user.
This user is now updated throughout NABD.
To edit a user :
From your left main menu, select Admin.
From Admin
page ,within Security section.
From the Security section, select Users.
On the main User page, click the Edit
link (under the Options column).
when you done with the modification, Click Save and close.
This user is now available throughout NABD.
To delete a user :
From your left main menu, select Admin.
From Admin
page ,within Security section.
From the Security section, select Users.
On the main User page, click the Delete
link (under the Options column).
When prompted, click OK.
The user has been deleted.