Personal Profile
This area is available for all Support Desk users.
Definition
Personal Profile stores particular CRMdesk user personal information and preferences.
Usage
Users can manage their personal information and preferences in their profiles. A non-administrator user can only change his or her profile. The administration permission and a role can be assigned only by a system administrator (i.e. a user with the administration privilege).
Path
Setup tab – Personal Setup – Profile
Procedure
When managing your profile, you can change the following information about yourself:
- User ID (Login) – a key field that identifies you in the system. The system does not allow users with duplicate IDs.
- Password – a string used to confirm the authenticity of your user ID when you log in to the Support Desk system. The ‘Re-enter Password’ field helps to ensure that you have not mistyped your password.
- Name – a string used to identify you for question assignment and logging purposes, for example, ‘John Doe’.
- E-mail Address – the e-mail address to which notifications should sent.
- Send e - mail notifications? Here you can set whether you want to receive automatic e-mail notifications or not.
- Notify about new Knowledge Base records – a check box used to enable or disable notifications about new Knowledge Base records.
- Notify about new Knowledge Base comments – a check box used to enable or disable notifications about new Knowledge Base comments.
Tips
To ensure security, it is recommended to change your password periodically.
To avoid confusions in question assignment and analysis, make sure others can unambiguously identify you by the Name string.