User Management

For making the ServiceDesk Plus Cloud available and usable for all your customers, you need to add requesters and technicians and define their roles. This enables the requesters to log in to the Self-Service Portal to check the status of the issues reported by them, submit requests, and search the knowledge base online. The added technicians can log in to the ServiceDesk Plus application and pick up requests, review and resolve requests assigned to them, add solution articles, and so on. The user management configurations allow you to add requesters, technicians, define roles, and log in access permissions.
 

You can also manage your users via Zoho Directory and perform a number of operations like creating users, editing users, monitoring user activity, password reset, etc. To learn more, click here. 

To access the user management-related configurations, go to Setup  >> User & Permissions.

 

The various user management configurations that you can perform are

  1. Configuring Roles

  2. Configuring Requester Additional Fields

  3. Configuring Requesters

  4. Configuring Technician Additional Fields

  5. Configuring Technicians

  6. Configuring Groups

  7. Configuring Leave Type