Adding users

In NABD, users are your individual customer service agents. They are your contact with customers providing support, answering questions, fixing issues, etc.

In NABD, you can create different type of user profiles. Users can be your:

You can define access rights and data scope for each of these users using the Authorization module in NABD.

Once you add a user here, this user is available throughout NABD. You can then assign this user to a user group, give this user a role, assign permissions, etc.

 

To add a user:

  1. From your left main menu, select Security.

  2. From the Security menu, select Users.

  3. On the Users page, click Add (look in the upper right corner)

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    On the Users page, there are three tabs of information that you need to complete to add a user.

    Basic information Name and address information.

    Work information Job title and work history information including organizational unit.

    System login information NABD login information, authentication method, and chat availability.

  4. On the Basic information tab, complete the employee's information. Employee code and name, city, country, and email are required.



    Optionally, you can also enter detailed address and contact information. Remember, you must select a country and city for the user.




    For the contact information, you must enter a work email address.

  5. Click the Work information tab to add work-specific information for the employee. Here is where you are required to assign a user to an organizational unit.

    Report to Identifies the manager for this user.

    Status: Active User is active and can access the system, Inactive User is not active and can’t access the system, Terminated User was terminated from the client and can’t access the system.

    Work end date  Termination date of the user. If the user was terminated, you must also include a work end date.

  6. Click the System login information tab to enter system information for the user. Remember user name and password are required here. You can also provide the user permission to be available for internal and/or external customer chats.



    For Authentication method, identify the basic user authentication method active directory or database. This authentication method will override the general system authentication method if specified.

    For the active directory authentication method, you must enter your active directory user ID and password. Otherwise NABD assumes the active directory user ID is the same as the user ID defined on NABD.

  7. Click Save and close to add the user.



    This user is now updated throughout NABD.

To edit a user :

  1. From your left main menu, select Security.

  2. From your left Security menu, select Users.

  3. On the main User page, click the Edit link (under the Options column).

  4. when you done with the modification, Click Save and close.



    This user is now available throughout NABD.

To delete a user :

  1. From your left main menu, select Security.

  2. From your left Security menu, select Users.

  3. On the main User page, click the Delete link (under the Options column).

  4. When prompted, click OK.




    The user has been deleted.