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Log on to HelpDesk Web Admin.
Tip If you are already logged on to HelpDesk Admin, you can click Tools > Security > Users to automatically log on to HelpDesk Web Admin.
In the Project list, click a project.
Although user accounts are shared by all projects, different projects can store different user information (for example, one project may have added a custom field for storing an employee ID number).
- In the Display list, click All Users (or type the first few letters of the new user's name in the box and press Enter).
Click Add User .
Enter the user information.
User Name is the name used to log on to a Web view.
Full Name is the full name of the user. This name is displayed in any choice list (such as the Owner field) that lists users.
Password is an optional password for logon security.
Electronic Mail is the user's e-mail address. Used by Enterprise HelpDesk to send e-mail notifications.
User Category is used to control which users appear in a project. For example, if you have different projects for different office sites, then the project for the North American offices can show only the North American users, since Asian and European users will not be submitted issues to the North American project.
- Click Apply.
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By assigning users to groups, you can control:
All users are members of the Users group, which allows access to the most basic features only.
To grant additional privileges to users, you must assign them to additional groups. For example, if the user needs to perform administrative tasks, such as creating projects or adding fields, you must make the user a member of the Admins group.
To make a user a member of a group:
These steps show how to add a user to a group while editing the user. When you want to add many users to a group, edit the group instead (to edit groups, click the large Groups button on the left side of the Security tab).
- In the list of users, click the user.
Click Groups .
Select the check boxes for the groups to which the user will belong.
To see what features are enabled for a group:
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On the Security tab, click the large Groups button.
- In the Groups list, click a group.
- Click Features
to display the enabled and disabled features.
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