Create another User for this Account
If you are part of a larger organisation you can create multiple accounts that can share Invoicing and Helpdesk data. You can create an account for an additional member of your staff that can see all your helpdesk calls, invoices and websites. In fact they can do everything that you can do. This is great if you are going on holiday or need to delegate responsibility for helpdesk calls etc.
If you prefer, you can grant that your additional users have ONLY access to Helpdesk Call information and not financial information.
You will need to complete all the fields presented in the page. These currently consist of the following sections:
- Name (first and last name)
- User Name ID – this is the login name. The standard naming convention is “username_first initial” such blair_a or bush_g
- Password – this is the logon password needed to gain access to Nine9 Self Service
- Email – this is the primary email address used for helpdesk confirmations and password changes etc
- Security Question & Answer– This is used when you forget your password.
- Where you live – used to group users geographically
- Gender – used to address users when their name isn’t gender obvious
- Phone & Mobile phone - used to contact the user.
Once you have completed these fields click the “Create User” button. You will be presented with a box showing active roles.
Roles are associated with users to govern what they can see and do within Nine9 Self Service. You should usually select a role appropriate for your business and the user. In some cases the role may be fixed for you. Either way you should select a role from the list. Click continue.
An email will be sent to the email address of the new user telling them to contact you for their username and password. This is a security measure for giving you visibility over all the accounts being created and the access given to them.