Managing Users, Contacts, and Groups

Users

All users must have a Vector HelpDesk user account, which consists of a user name and an optional password. Use HelpDesk Web Admin to create and manage user accounts.

Groups

By assigning users to groups, you can control:

    Access to features in HelpDesk Admin, HelpDesk Web Admin, and Web views.

    Access to projects.

    Access to Web views.

    Workflow permissions.

Use HelpDesk Web Admin to create groups, edit group privileges, and assign users to groups.

Contacts

A contact is a person who reports an issue. For example, a guest from another company may report an issue with a computer while they are working on-site. In this case, the guest is the contact, and the help desk analyst who enters the report is the submitter.

Contacts

A contact is a person who is not a Vector HelpDesk user, but who reports an issue. For example, a guest from another company may report an issue with a computer while they are working on-site. In this case, the guest is the contact, and the help desk analyst who enters the report is the submitter.

To create and manage a list of contacts, use HelpDesk Web Admin. Web views can also include a Contact button that opens the Users and Contacts dialog. Access to this dialog from a Web view is controlled by the group permissions defined in HelpDesk Web Admin.

Vector HelpDesk provides a set of tools for administering projects and Web views:

    HelpDesk Admin for administering projects.

    Web View Editor for defining and generating Web views for projects.

    HelpDesk Web Admin for administering projects and users through the Web.

Related Topics

Defining User Groups

Creating User Accounts

Adding and Removing Users

Defining Conditions based on User Groups

Setting Group Access Permissions for Web views

HelpDesk Admin  

Web View Editor

HelpDesk Web Admin