Overview:
SherpaDesk provides for a few different ways to add new users to the system. Before creating users, it is essential to know the different user types supported in SherpaDesk. The following are the 5 user types that can be selected in the system:
- Standard User - This user has the most limited responsibilities, allowing them only to create service requests for themselves and review their existing requests.
- Super User - These users can create and review service requests for themselves, as well as access and manage service requests submitted by other users at their assigned location.
- Technician - These users can receive, review, resolve, and report on all service requests. Technicians can access the system based on filters set by the Administrator.
- Contractor - This is a limited Technician license usually given to someone outside your organization. Contractors are linked to one account, where they can handle requests and add billable time and expenses.
- Administrator - Users who are able to configure the application and manage the system.
Steps:
Add new user via Configuration page
1. Log in to Sherpadesk with valid credentials.
2. Click on the “Settings” option in the horizontal menu.
3. Click on “Logins” on the Configurations page.
4. Click on the “Add New Login” button.
5. Enter the Email in the field.
6. Click on the “Continue” button.
7. Enter the First name , Last name and select the “User Type” from the dropdown.
8. The user type is selected
9. Click on the “Save and Continue” button.
10. Click on the “Save and Close” button on the "Edit Login " page to confirm the user.
The user has been created successfully.
Add User via New User Wizard
1. Click on the “Configurations” button on the Login page.
2. Select the “New User Wizard” checkbox.
3. Click on the “Get a New Account” link on the login page.
The “New User Wizard” allows users to create their own accounts on the Login page. Users will only be created as Standard users into the system and would need to be promoted by an administrator if they need to be Technicians.
Add new user via Tickets page
1. Click on “Tickets” on the configuration page.
2. Select the “Add login accounts while creating the ticket” checkbox.
3. Click on the “Apply” button.
4. Click on the “Add New User” link on the Create Ticket page to add the new user.
Technicians will have the ability to create new users during the ticket creation process.
Add new user via "+Create" button
1. Click on the “+Create” button.
2. Select the “User” from the dropdown.
The new user can be created through the “User” option under the “Create” dropdown.
Add user via Email
1. Click on the “Emails” on the configurations page.
2. Select the “Allow new user creation via Email parser” checkbox.
Enabling this feature will allow the users that do not have a login account to generate a user level login automatically when they send in a new ticket to a queue.
