How to add a user?
Open the sidebar, click on User Management and choose Users. Click on Add New User, a blue box in the top right corner, to open the Add New User form. Enter the First Name and the Last Name. Select the Role (Administrator, Report Manager, User) of ...
Answering your first ticket.
Zoho Desk packs a bunch of features that are expressly there to help you respond to tickets smartly. The first of these, you've already discovered: Auto-Suggest Articles. Zoho Desk pulls up relevant articles on the ticket's content—so you can save ...
How to log out of YouFactors account in your mobile app?
Open the YouFactors app on your mobile phone. Either swipe right from the left end of the screen or tap on the Sidebar symbol at the top left corner of the screen to open the sidebar. Tap Logout in the sidebar. A text box opens showing, “Do you want ...
How to view/customize Near Miss reports?
1. Open the sidebar, click on Reports and choose Near Miss. 2. The various reports available are shown. 3. To customize the reports, click on Customize Filter. Set the required filters for Incident Type, Severity, Location, Department, Date and ...
How to edit details of an existing user?
1. Open the sidebar, click on User Management and choose Users. 2. Click the purple Filter button narrow your search. Choose the Roles and Status using the dropdown menus. You can also filter users in terms of the group types you have set in ...