10.2.9. Requestor AccountsΒΆ
We have users who use our Helpdesk to serve their external clients from different organization. In such cases, it becomes important to track the source of a request. With the Request Accounts feature, users of our product can bifurcate incoming Requests based on the organization of the Requestor. Before using this feature, a user (with admin rights) has to manually add the client organizations in the product.
Adding a Requestor Account
Go to Admin (A Navigation Tab) >> Request Accounts (under User).
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The Requestor Accounts page opens. Here you can view all your existing accounts. You can search for an account using the search bar. To create a new account, click on Create Requestor Account situated in the top right corner of the page.
A dialog box opens. Type in a Name and Description and hit Create.
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The new account is added to the Requestor Accounts page.
Edit/Delete an Account
Go to the Requestor Accounts page.
The edit icon allows you to edit an Account and the delete icon lets you delete one.
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Note
When you delete an Account, the Account label disappears from Requests that have already been created.