Creating and Editing User Information

When you click the Create a new User button or the edit icon of an existing user record, this window appears. Here you can enter the information that defines a new user or edit an existing user’s information.

Security Profiles: The choices available in this drop down box are defined through the User, Security Profiles window described in this section.

Disable Account: To disable the user whose information is displayed, check this check box.

Department: Select a department from the drop down list box.

Note: The users assigned to a particular department have access to the conversations and campaigns that belong to the respective department. For example, if John Smith is a user assigned to the Sales department, then he will be able to create, edit and access conversations and campaigns for the Sales department, provided he is assigned the appropriate Security profile.

Users who are assigned to All departments have access to conversations and campaigns that belong to all the departments. For example, if Jane Chan is a user assigned to All departments, she will be able to create, edit and access conversations and campaigns for all departments, provided she is assigned the appropriate Security profile.