A Support Agent can help in solving technical problems with the system by finding the reason and advice on how to fix it. A user under the Support role can view system configurations and reports, but can’t make any changes.

A user under the Support role can view system configurations and reports, but can’t make any changes. Also, Support roles are not able to access available funds, earnings and pricing in the system reports.

The Support role is for informational purposes only.

A Support Agent can help in solving technical problems with the system by finding the reason and advice on how to fix it. Such interaction will greatly simplify and speed up the process of resolving issues.

How to create a user with the Support role:

  1. Go to the System Users > User Management > Employees section and click the “Create New User” button.

  2. Fill in the form data fields in the “Create User” pop-up window:

Email - new user email address

Nick Name - a nickname for a new user

Groups - assign the user to the Support group

Status - set the status Active or Disable

New password - enter the password

Repeat password - confirm the password

First name - enter the First name

Last name - enter the Last name

3. Click the “Add” button to complete registration.

Notice that the Support role cannot be combined with any other role in the system.

How to set Support role to an existing user:

  1. Go to the System Users > User Management > Employees section.

  2. Select a user from the list and click the “Edit” button.

  3. In the “Edit” pop-up window assign the Support group from the drop-down list in the “Group” field.

  4. Click the “Save” button to complete.

Notice that the Support role cannot be combined with any other role in the system.

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