About Users

Information

Any individual that needs to interact directly or indirectly with your Issuetrak system is a User. Users that can log into your Issuetrak site may interact directly. Users that cannot log in may interact indirectly through other users and/or email. Every user must be given an Agent or End User designation from a dropdown. Any user granted an Agent designation can then be granted any of the Agent specific permissions.

Users can be automatically added through authentication and imports from Active Directory (AD) using the AD Module as well as incoming email messages using Incoming Email (IEM).

Users can also be manually added from:

  • Administration > Users > Add
  • Administration > Users > Clone
  • Submit Issue screen
  • Login screen using the Self-Registration feature

The table below shows an overview of the information contained in User Records:

Section Description
Basic Details End-User or Agent designation, user ID, password, name, email, phone, address and time zone
Additional details Such as information stored in User Defined Fields
Attachments Documents or images in any electronic file format
Permissions What the user can see or do when using Issuetrak
Memberships Any larger entities the user belongs to

All user records include a view issues link to a list of all issues submitted by and on behalf of the user. If Record all login attempts is activated in System Defaults, they also include a history link to all login attempts by the user. If using the Asset Management (AM) Module, they also include a view assets link to a list of all assets related to the user.

From issue-related screens, a submitter's issue history can be accessed using the history link next to the Caller/Submitter field. An organization’s issue history can be accessed using the history link next to the Organization field.