You can add users to your account and control what they can access and you can also remove them if they no longer need access to the platform. When creating a user, you assign a role, select departments, and define their permissions.
Only administrators, system technician and user-defined users with access to security settings can view and edit this page.
Add user
Go to Users
Click Create
Fill in the user details:
First name
Last name
Email
Select departments (optional - a dropdown menu will appear only if you have departments set up in the account)
Choose a role under Permissions
Adjust company permissions if needed
Click Next
💡 You can add more than one administrator to ensure the account is always accessible.
Remove user
Go to Users
Select the user you want to remove, it will redirect you to their user profile.
Scroll to the end of the page and click on Disable Login
Then click on Delete user
Permissions
Please view the table below to get an overview of what each role get access to
| Administrator | Case handler | System technician | Statistics viewer | User defined |
Cases | ✅ | ✅ | ❌ | ❌ | Custom |
Statistics | ✅ | ❌ | ❌ | ✅ | Custom |
Add/Remove Users | ✅ | ❌ | ✅ | ❌ | Custom |
Add/Remove Categories and Departments | ✅ | ❌ | ✅ | ❌ | Custom |
Add/Remove Reporting channels | ✅ | ❌ | ✅ | ❌ | Custom |
Access Configuration | ✅ | ❌ | ✅ | ❌ | Custom |
Profile settings | ✅ | ✅ | ✅ | ✅ | ✅ |
Security settings | ✅ | ❌ | ✅ | ❌ | Custom |
Case handler permission
When you select a user to be a case handler then you are also given the option to choose what kind of actions that you want to give to them inside a case.
When you click on the arrow you will see all available actions then you can uncheck any if needed.
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