To add a new user, click Add new record button in Agents or End Users tab. The page displayed is the same as when Edit a User. The page is divided in to two sections: Left section is used to create a new user. Left section contains two tabs: Person and Organization. Fields displayed in this form are dynamic and can be defined by the administrator. For that reason the form could look different in various systems. Some of the fields under Person are:
•Image: Select profile picture of the user.
•First Name: This is a mandatory field.
•Last Name
•Email Address: This is a mandatory field.
•Phone: Enter phone number.
•MobilePhone: Enter users Mobile Phone number.
•Organization: Select organization from the dropdown list. As soon as you select organization the organization tab besides the user tab gets filled with details of the selected organization. The organization details include Image, OrganizationName and DomainEmail. Tickets, CI and Tasks associated with the organization are presented in the right part of the form.
•Default Language: Select default language for the user.
•VIP: Enabling this option adds the user to the VIP category. VIP users have been given quick and extra functionality. There is a VIP note field given where you can write note for the VIP user. This note gets displayed where tickets or other information related to this user is listed.
•User Type: End User or Agent. User will automatically be assigned to the default group for the selected User Type.
•Location: Text
Right section contains three tabs: Tickets, CI and Tasks associated to the user or organization respectively. Note that these lists are empty if user is added. It is filled with respective values when user is edited.