Creating a Group
Groups allows you to select multiple users & Group them & put them together in a team. For example :- Sales group will have all Sales Agent. All the tickets related to Sales Team will be re-directed to the Sales Group.
Group can be created in Admin menu ---> Team --> Groups

Link/Unlink Group Users
As the name says it helps to Link & Unlink Users from Groups.
On Groups page when you click on Link/Unlink Groups Users than you have Link/Unlink window pop up than you have to select Group Name --> Select Users from All Users tab

Click on Add --> Users gets added in Group Users Column.

Click on Save Changes --> "Changes saved successfully" message is displayed & Users are added to Group Users tab.

Similarly Unlink Users from Groups
Select Group Name --> Select Users from Group Users tab that are to be removed

Click on Remove ---> Selected User moves to All Users Tab

Click on Save Changes ---> "Changes saved successfully" message is displayed & user is removed from Group Users tab.

Creating & Editing a User
Create a New User
New User can be created from Admin Menu ---> Team --> Users
Click On new User and add the required details, name, Email & Role & by default password reset link (yes) for New user & click Add than User is created.
NOTE:- When new user is created an email notification is received by user with all the account information & password reset link.

Email Notification received by User
Email notifies with the company information & URL to login into the Azuredesk with Site Address & also password reset link which is used to create the new password for the user to login.

Editing Existing User
Click on Edit & all the changes can be done for the user.
NOTE:- By default password reset link is No for edit user. User can change the value to yes if required to change or reset the password.

User Roles
Understanding User Roles
There are 2 types of Users in AzureDesk: Administrator user & Agent User. They both have different permissions to access the account.
NOTE:- The person who signs up for Azuredesk is known as Owner & has Admin rights
1. Admin User : Admins have access to entire Admin Menu & Ticket Management. Admin can add, delete user & customer. Can add articles, can set up JIRA integrations & much more.
2. Agent User : Agent user has access to ticket Management, Support Center, Search Page & Display Ticket page. They cannot access Admin menu
Default Support Group & Owner of Account
Owner of the Account & Default Support Group
When a person signs up on AzureDesk than email id used for registration becomes By Default the Owner of the Account with Admin rights & also Default Support Group is created and Owner is linked to the Support group.


×