Department and Location

If the user is connected to a company with predefined departments and locations, you can choose department and location from a dropdown list. If no departments or locations have been defined on the company profile page, or the user is not connected to a company, this information can be filled in manually.

Contact information

The contact information section contains basic information about the user. The email used when creating the user, is automatically set as the default contact type. To add new information, such as a new email address, click on the “+”.

A “New contact information” window will open, where you can choose which information type to add.

If a user has two or more of the same contact type, you can choose which one is the default one. A default email address cannot be deleted, as it is mandatory for a user to have at least one email registered. Pureservice uses the default email to communicate with the user. A default telephone or mobile number, on the other hand, can be deleted, as Pureservice does not have to use these contact types when communicating.

User information

This section, except for the password field, is for administrators only. Here you can change the role of the user (Enduser, Agent, Administrator or Zoneadministrator). You can also set the user unavailable. In assignment and case assignment, it will show (unavailable ) behind the name. In the workflow builder there are criterias and actions associated with this setting.

There will also be information about who changed the availability of the user as well as a notification if you degrade the user’s role.

Password reset

When clicking the password reset button, a password reset mail will be sent to the user’s default email. This makes it possible for a user to get access to the application, even if he/she has forgotten the password.
If you are logged in as an agent, the Reset password button is only visible when inspecting an end user’s profile page. The button is not visible when viewing the profile page of another agent or an administrator. Please note that this only applies for agents, not administrators. The reset button is always visible for administrators.

Viewing your own profile

Your own profile page will look slightly different from when you look at another user’s profile page.

User information

When viewing your own profile page, the User information section will look a bit different. Instead of a reset password button, you will see a Change password button.

Pressing the button opens a modal window, where you can change your password.

Notifications

When viewing your own profile page you can change Notifications settings (only you can change your own Notification settings). It is possible to receive notifications from Pureservice on email and/or in the notification centre. The default choice is both, meaning that you will get notifications in the application and sent to you default email, unless you make any changes to you profile.

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