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Understanding the Customer Support User Role-based Profile

Owned by admin (Deactivated)
Jan 30, 2018

Aptify includes several pre-defined role-based profiles that can simplify a particular type of user's interaction with the system. Aptify has designed one of these profiles based on the typical requirements of an organization's customer service representative. This profile provides easy access to the information and functions within Aptify commonly accessed by a member of an organization's customer support staff.

A role-based profile is intended as a starting point for a particular type of Aptify user. As applicable, an administrator can leverage the profiles provided by Aptify to create new profiles specific to an organization. Also, once an end user's Aptify profile has been created, he or she can modify the profile as needed to personalize the Aptify user experience.

 

See About Role-based Profiles for more information on role-based profiles.

This topic contains links to sub-topics that describe the design and layout of the Customer Support User profile included with Aptify.

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