Request: The client has reached out to us with a request to create a new designation.
Verification/checklist:
- We must ensure that the request has been raised from the registered company domain.
- Verify if all the information is provided to create the designation, including privileges to be provided, etc.
Procedure:
Agent must log in to the account > Employee > Designation> Select “Add New” from the dropdown> Add the name of the designation>select the privileges as per client requirements.
.png)
Note: Privileges are to be added based on the client’s requirement.
Action:
- Complete the Verification.
- Follow the mentioned procedure.
- Double-check the mentioned details before making changes.
- Respond to the client using the resolution template below and add relevant sentences based on the resolution provided.
- SuperUser option to be selected only for the Admin as it gives access to all the privileges to the user.
Resolution Template:
Hello xxxx,
Greetings from Kapture!
We appreciate that you have reached out to us with your request to create the designation.
We have created a new designation and you will be able to see the changes for the same.
If you require further assistance or have any other questions or concerns, please feel free to get back in contact with us and it will be our pleasure to assist you.
Regards,
xxxx
Related Links :
.png)