Create New or Modified Existing Employee User | Top Previous Next

The Employee tab lets you enter and maintain employee records. You need to create an employee record for every employee in your organization so they can be assigned to workgroups and properly associated with such records as interactions, tickets and solutions. To create a new Employee User you need to click New button on the Employee form and fill in all relevant information: Note: You can configure Organization records on the Management focus -> Customer SubFocus -> Organization tab.
• | User ID field is the login name User will use to access the application
• | Employee ID field is Employee identifier used in the Customer Care Center.
• | Organization reference field can be used to link specific Employee record to Organization information.
• | Notes field can be used to store any information about Employee that doesn’t have corresponding field on the form.
Note: Newly created Employee User will have a blank password. So it is advised to reset User password right after User is created. Use Employee Password form to change password for any existing Employee User. For that you will need to find Employee record you need using either full name or User id and then update the record by typing the same password twice in the New Password and Confirm Password fields. In the Employee Settings Form you can specify User-specific locale settings, i.e.:
• | Date and time patterns User will see/use throughout the whole application
• | Language
• | User’s location time zone so that system could display all date and time information in the correct time zone
The table describes the date patterns can be set up for User account. Finally, using Employee Address form you can define address information for Employees. You can link as many address records for any Employee as needed.