Implementation Session 2 Agenda

In this session, we’ll begin configuring the user experience within Issuetrak. We'll review your entity structure and define how users and agents will interact with the system. The goal is to ensure your permissions, visibility, and roles are aligned with your operational needs.

Entities

Defining and Organizing Your Entities:

• User Management
  • About Users
  • User Permissions
  • User Templates
  • Multi-factor Authentication
• About Groups
  • Round Robin
• Organizations
• Departments
• Locations and Regions
• Visibility Controls

Key Takeaways

After this session, you should be able to:

• Understand your user and group structure
• Add Agents and End Users
• Configure necessary Groups
• Determine if visibility controls are needed
• Log in and test the system from an End User perspective

Additional Resources:

• Site Configuration Foundations
• Additional Benefits of Locations and Regions
• About Issue Responsibilities