Add users to your account
Add a user for each of your team members to your account
You can create Infoset users for your team members and enable your entire team to manage your support and sales processes on Infoset. With Infoset's modular authorization system, you can create different authority groups and ensure that your teams see and access only the relevant Infoset modules.
You can follow the steps below to create a user:
- Go to Settings > User Settings page
- Select the Users submenu from the left and click New User
- After setting up the user, click Save
You can choose the appropriate user type with the User Type option.
Administrators have full authority over the system; they can see and change everything such as all of your data and subscription settings.
Users, on the other hand, can only use the modules within the assigned Authority Groups and perform the actions they are authorized. For example; for users in your support team, you can only activate Tickets and Customers modules and prevent them from seeing other pages in the system.
Note: You must assign at least one authority group to all your users. Otherwise, the user will not have any authority over the system (i.e. they won't see anything). To create authority groups, you can follow the steps in this article: Create authority groups for your users
With the Status option, you can deactivate a user and block their login to the system temporarily or permanently.