How to update users for Puzzel ID

Administrators can edit the Puzzel IDs for their users by following the steps below: 

1. Sign into the Admin Portal 

2. Select Users from the main navigation 

3. Click on Users from the menu  

4. Select the name of the user 

5. Edit the Email address field to reflect the email you want to use AND tick the "Puzzel ID equals to Email" box

6. OR alternatively if the user's email will be different to the Puzzel ID used for the account, edit the Puzzel ID field directly 

7. Click Save User 

In addition to the above, it is suggested that Admin Portal users review the configurations for wallboard, API and chat bot users. 

Administrators are invited to change the user type from Person to API/Wallboard/Chat bot in the Admin Portal, following the same instructions as listed above for editing the Puzzel ID field. 

If a user is given user type = "API" or "Chat bot", the user will not get a Puzzel ID at this point, but you can rest assured this will not affect the way this user was set to function. We are currently working on updates on our platform to accommodate these user types and additional communication will be shared about them over the following months.

If a user is given user type = Wallboard, you can enter an email address as Puzzel ID if you would like to use new Puzzel ID sign in for such a user. 

1. Sign in to Puzzel Sales Intelligence
2. Navigate to Admin tab
3. Select Users 
4. Check email addresses for all login-enabled users, including any dashboard accounts.

API accounts are not affected by Puzzel ID.

1. Sign in to Puzzel Case Management.
2. Navigate to Settings
3. Click General 
4. Select Users 
5. Access Active users
6. Check that your users have active email addresses. If you have other Puzzel applications, please note the email addresses for these users will need to be the same across all applications. 
7. Suspended users will also need to be removed from the system ahead of the Puzzel ID activation for your Puzzel Case Management application.

Please note, you will need to highlight to Puzzel staff, any users which are used by non-human agents (bots), as any automated system (non-human) logging into the solution as a user from the front-end will need to be re-programmed to either use our API or authenticate through via the front-end using the new Puzzel ID authentication process after migration.