Users accounts may be created automatically when a User submits a Ticket via email or the Help Center, depending on how your helpdesk is configured.

Or Users may be able to login with their Facebook, Twitter, Google or another authentication source.

Your helpdesk may require Users to be registered before they can submit a Ticket or interact with your Help Center.

Your Admins may have enabled validation of new Users when they register, which requires email validation from the User.

Where a User is required to prove that their email address is valid by clicking on a link in an email. Until this is complete they will be unable to submit a ticket with the helpdesk and will be sent a warning email to notify them.

Creating a User

You can create a new User account with the New dropdown menu and selecting User.

This will open a blank User Profile window.

You are required to fill out the User's name and provide an email or phone number for their account.

Your Admins may also have created custom fields which might be required also.

If you select the Send welcome email checkbox this will send an email to the User informing them of their new account and its details.

You can also create new Users when you're creating a Ticket, you simply fill in their contact details and it will add them as a User into the CRM:

User Rules

You can automatically associate Users with an Organization based on their email address.

See Adding Users to Organizations by email domain for more information on how to set this up.

You can also link an Organization to a Usergroup (see  Organizations) to associate all of an Organization’s new and existing Users with a Usergroup.

Your Admins can set up rules which automatically add new Users to Usergroups based on their email address.