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Edit Profile / User Profiles

Agent > Edit Profile

Ticketing > User Profiles

The Edit Profile page maintains contact information, the language preference for the agent menu on the user's machine and notes about each machine ID/group ID account. Profile information can be maintained in three other places:

  • Notes and contact information can also be maintained using the Agent Settings tab of the Machine Summary page.
  • The contact information in the Edit Profile page can be automatically populated when a new account is created using the Agent > Create page.
  • The user can update his or her contact name, contact email and contact phone number using the Change Profile option on the User Access page.

To change user accounts settings:

  1. Select a machine ID in the paging area.
  2. Enter Notes, Admin Email, Contact Name, Contact Email and Contact Phone information.
  3. Press Update.
  4. The newly entered settings are shown in the respective machine ID account's fields.

Notes

Enter any notes about a machine ID account. Helpful information can include the machine's location, the type of machine, the company, or any other identifying information about the managed machine.

Show notes as tooltip

If checked, Edit Proflle notes are included as part of the tooltip that displays whenever the cursor hovers over a machine ID's check-in status icon.

Auto assign tickets

Auto assign a ticket to this machine ID if the Ticketing email reader receives an email from the same email address as the Contact Email. Applies when new emails come into the ticketing email reader that do not map into any of the email mappings

Note: if multiple machine IDs have the same contact email, then only one machine ID can have this checkbox checked.

Contact Name

Enter the name of the individual using the managed machine. This setting is displayed in the Contact Name column.

Contact Email

Enter the email address of the individual using the managed machine. This setting is displayed in the Contact Email column.

Note: A Contact Email address is required for users to receive a new password using the Get New Password option on the User Access Welcome Page. See Agent > User Access for more information.

Contact Phone

Enter the phone number of the individual using the managed machine. This setting is displayed in the Contact Phone column.

Admin Email

Enter the email address of the individual responsible for administering support to the managed machine. This can be the administrator, but is often someone who is part of the IT staff of the company that owns the managed machine. This setting is displayed in the Admin Email column.

Language Preference

The language selected in the Language Preference drop down list determines the language displayed by an agent menu on a managed machine. The languages available are determined by the language packages installed using System > Preferences.

Update

Click Update to update selected machine IDs with the profile information previously entered.

Select All/Unselect All

Click the Select All link to check all rows on the page. Click the Unselect All link to uncheck all rows on the page.

Check-in status

These icons indicate the agent check-in status of each managed machine:

Agent has checked in

Agent has checked in and user is logged on. Tool tip lists the logon name.

Agent has not recently checked in

Agent has never checked in

Online but waiting for first audit to complete

The agent is online but remote control is disabled

The agent has been suspended

Machine.Group ID

The list of Machine ID.Group IDs displayed is based on the Machine ID / Group ID filter and the machine groups the administrator is authorized to see using System > Group Access.