Creating User Accounts
You create Vector HelpDesk user accounts with HelpDesk Web Admin. New users automatically belong to the Users group. To add a user to other groups, use HelpDesk Web Admin.
To create a user account:
1 In HelpDesk Web Admin, click the Security tab.
Alternatively, in HelpDesk Admin, click Tools > Security > Users.
2 In the Project list, click a project.
Users are not specific to a project, but each project can have its own user information fields. For example, one project may have a Department field while other projects do not.
3 In the Display list, click Users and choose the users you want to work with:
To
display all users, click All Users and select Show
All to list all users.
To
display all contacts, click All Contacts and select Show
All to list all users.
To
display all users and contacts whose names start with the same letters, click Names
starting with, type the first few letters of the name in the entry field, and click Refresh
.
To
display all users and contacts whose names contain the same string, click Names
containing and then type the string.
4 Click
Add User
5 In the Authenticate With list, click HelpDesk to authenticate against the Vector HelpDesk user database.
6 In the Logon Name box, type the user name.
7 In the Password and Confirm Password boxes, type the user’s password.
8 Enter the rest of the user information and click Apply.
9 If you want to control the projects in which the user is visible, use the Category list to assign the user to a category (for example, Internal Development or External Development).
Different projects can be configured to display different categories of users and contacts.
Related Topics
Setting Default Values for New Users
Using Categories to Hide Users in Projects
Groups: Adding and Removing Users
Users: Changing Group Membership