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:
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
How-To Videos
To view a presentation about Entities concepts, click the Continue button to start the presentation below.
To see a demonstration of how to create a new Organization, click the Continue button to start the presentation below.
To see a demonstration of how to create a new Department, click the Continue button to start the presentation below.
To see a demonstration of how to create a new Location, click the Continue button to start the presentation below.
To see a demonstration of how to create a new Group, click the Continue button to start the presentation below.
To see a demonstration of how to create a new User, click the Continue button to start the presentation below.
