Roles for Connecting Helpdesk and F&E

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Facilities&Events and Helpdesk define the user roles inside the applications themselves. Unlike the other applications in the Eduphoria suite that use the Management application for assigning roles, both of these applications define access inside their own applications.

The user with the System Administrator role in Management can access Facilities&Events and Helpdesk to create the roles for someone to manage each application.

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Facilities & Events Roles: Assign System Administrator

The person with the System Administrator role in Management can access Facilities&Events and establish the user roles inside the application.

Step 1: Access the Facilities&Events application.

Step 2: Select the Manage tab.

Step 3: Under Users and Guests, select Manage Users.

Step 4: Search for a user and click the Magnifying Glass icon to initiate the search.

Step 5: Select the user from the list.

Step 6: Select the Roles tab to assign the System Administrator role to the user.

Step 7: Click Save.

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The person who is assigned the System Administrator role for Facilities&Events now has access to Manage and can complete the setup and management of the application.

Learn more information about other roles and rights in Facilities&Events.

Helpdesk Roles: Assign Manager Role

The person with the System Administrator role in Management can access Helpdesk and establish the user roles inside the application.

Step 1: Access the Helpdesk application.

Step 2: Select the Manage tab.

Step 3: Under Departments and Techs, select Manage Technicians.

Step 4: Use the drop-down menu below Technicians to make sure you select the correct department (if using multiple departments).

Step 5: Select the technician from the list or use the Add a Technician button at the bottom of the screen to add a technician.

Step 6: Click the Roles tab to assign the Manager role.

Step 7: Click Save.

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The person who is assigned the Manager role for Helpdesk now has access to Manage and can complete the setup and management of the application.

Learn more information about other roles and rights in Helpdesk for technicians.