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Users

Find FAQ's, discussions, and best practices pertaining to Users

  • 168 Topics
  • 686 Replies
168 Topics
FGonz
FGonzObserver
asked in Users
View for students with multiple devices checked out

Is there a way to create a view for students that have multiple devices checked out to them? When Google Sync’d some devices had a student’s ID in different devices checking multiple out to them.  We want to go through them and make sure the student only has one.  Thank you,

13112
A
Participant
2 hours ago
T
TCunning 583467e pfisdObserver
asked in Users
View/Alert of Fee Tracker balances

This may be an enhancement request.  Previous product, the fees followed the user and our registrar’s or campus admin’s could see that they owe for something when they try to withdraw or register at another campus.  I don’t feel I can ask them to run a report each time to see if the student is on the list. They are already on the screen to see if the student has any prior equipment still checked out. I really want them to be able to see the Fee Tracker information as well without making them agents.How are others addressing this?

548
Kathryn Carter
2 days ago
K
KMcCoy 40c1d5 penntraffordObserver
asked in Users
Detailed invoice reporting

Hello, we were looking for a way to get more detailed reporting from our outstanding invoices.  We’ve used the regular reporting function under fee tracker but my director would like a way to sort by location (school) and a way to single out only unpaid invoices so we can give a report to individual principles showing just the unpaid invoices for their individual schools.  As far as I can tell, I can only export all the invoice data to one spread sheet and then we have to manual separate and sort it.  Can anyone point me in the right direction or offer some ideas for what I’m trying to do?Thank you.

151
Kathryn Carter
3 days ago
TCummings 9174959 juhsd
Contributor
TCummings 9174959 juhsdContributor
asked in Users
Custom Permissions to prevent level 1 techs from seeing level 2 and 3

I have an issue where when a ticket is in level 2 or 3 or assigned to manager, we have reasons we want them to stay there and a over zealis level 1 tech assigned the ticket to themselves and works on it, sometimes we are waiting on the “go ahead approval” or have other factors, etc where we don’t want this to happen. I have tried making custom permissions but I cannot seem to achieve what I want.Does anyone have an idea how i can solve this?I just don’t want level 1 agents to be able to either see or assign level 2 and 3 tickets to themselves.  My main concern which i have seen happen many times is we send a level 2 or 3 person to actively work at a site on an issue and the level 1 person just takes the ticket and starts working on it at the same time, this is something that we would like to stop. When we had web help desk it was possible to make certain ticket categories or level not visable to other levels. 

2014
JustinRaynor_iiQ
Contributor
3 days ago
SMoore 6774a9 wcskids
SMoore 6774a9 wcskidsObserver
asked in Users
Automatically assign users to teams/group

Hello, Is it possible to assign a user to a team and/or a role in IncidentIQ? I do see that setting up a User rule is very limited with the new permissions model. I’ve also found that if I use the conditions within Permissions, that I still cannot automatically add a user to a team or role based on certain conditions. Any ideas/suggestions?

364
SMoore 6774a9 wcskids
25 days ago
Amanda McP
Amanda McPObserver
asked in Users
User not created because "create user" is disabled. How to enable?

User was not created because 'Create Students' is disabled.Where do I go to ‘enable’ this option?

435
B
1 month ago
AWilson 677ca7d spartanpride
AWilson 677ca7d spartanprideObserver
asked in Users
Creating a View to that includes user internal notes

I would like to create a view that shows all active students with a column that shows internal notes for the student. Currently, I do not see that as an option. Is there a way to achieve this?

292
D
Contributor
1 month ago
A
Participant
AMeyer Greendale SchoolsParticipant
asked in Users
Job titles not populating?

I’m exploring the option of assigning custom fields to staff based on Job Title. However, it looks like none of our staff are getting that data in iiQ.I checked our Data Mappings, and Job Title is set to pull from Google SSO. Do the titles need to be in a specific format?I have a custom field mapped with the data, but it would be nice to see it in the main profile section.  I do have a support ticket submitted since staff with multiple titles don’t get recognized properly by that custom field. Single titles are working.I might be able to pull this from our SIS (Infinite Campus) but I’m hesitant to make the switch. Hopefully our sandbox instance is ready soon 😂Screenshots below of our:Data Mappings Staff Profile 

468
A
Participant
1 month ago
B
Contributor
BLG6Contributor
asked in Users
New Student Notification

Is there a way to have a notification email sent and ticket created when a new student is synced over from our SIS? I have looked at the rules but I am not sure what is needed. I see the active under user status, but only want on “new” active users. We need this to know when a new student enrolls so we can assign a device to the student.

47015
C
2 month ago
C
CRhoads 940ef2b etownschoolsObserver
asked in Users
Users Editing Events

We need to have the ability for our users to be able to edit the iiQ events that they are the owners of. I tried editing permissions and filtering them, but the only filtering options I can find are by location.For Example: John Doe needs to edit his event for an upcoming concert but can’t. Right now the only options are for John to reach out to an events admin to change the event, or I grant them permission to edit all events for their location. I need users to be able to edit the events that they are the owner of.Any advice would be appreciated, thanks!

151
Kathryn Carter
2 month ago
A
Participant
AMeyer Greendale SchoolsParticipant
asked in Users
Backend logic for linking users?

Forgive me if this has been posted somewhere. A quick search didn’t find the answer I’m looking for…We have user accounts being created through Google SSO. We also have data syncing from our SIS (Infinite Campus).I’m working on reconciling some student data in iiQ and we have many that are not linked to a SIS user. Some of these are actually inactive in our SIS, so their Google accounts should be deactivated.However, I’ve already found 2 that are in iiQ’s backend “database” and manually linked them. Before I keep going down the path, is there something I should check in our iiQ data mappings to ensure these accounts are getting linked? Or is the issue in Infinite Campus?These are not newly-created accounts. At least one student has logged in to their Google account if that would matter. 

327
A
Participant
2 month ago
N
nafcsahunter
asked in Users
New to IQ users not able to login

I’ve had a ticket open for a bit trying to figure this one out, but no luck, so thought I could try the community. We use Google SSO for all logins - this connection has been up and working pretty flawlessly until the last few weeks. Now, when we get a “new to IQ” user trying to login to IQ, they get an error message saying: “Login failed: That user is not set up in IncidentIQ”. (When I say new to IQ - we had some users that have been here for months just try logging into IQ for the first time getting that message, as well as brand new users trying to login). I see their account info being created with the Google SSO integration within IQ, but for whatever reason it is not letting them login. Any help or thoughts would be appreciated. Thanks!

464
JustinRaynor_iiQ
Contributor
2 month ago
S
SGaynor 84065d1 frenchintlObserver
asked in Users
Re-enable deleted user

Somebody accidentally deleted a user, is there a way to re-enable her account with all previous tickets, asset assignments, etc.? I can’t find her through Users Explorer, but if I search an asset that I know is assigned to her I can click her name from there and see her profile with all past info. It says “This user has been deleted!”. Any way to un-delete?*(Since we sync with Google, a new account was automatically created under her name, but it is completely blank - she is not able to see any menu or create tickets)

9511
Kathryn Carter
2 month ago
M
Contributor
mwhiteContributor
asked in Users
Rule filter under User Creation for Email or School ID

We are trying to make a rule for when a new student or new staff is created in Incident IQ. Our SIS syncs with iIQ and the new “user” is created. I have made the ticket templates for the rule trigger; however, I don’t have a unique qualifier for the user except for the school id or email domain. There is no way to use a wildcard for these fields. Additionally, there is currently no Email filter, only the personal email filter. We cannot use the Role field as every user created in iIQ is entered through the sync as Student role.How can I get my 2 rules to work? Or is there an idea that I can upvote and will have to wait for the improvement to get my rules to trigger?

326
Kathryn Carter
3 month ago
A
AThuesen 973f200 austinmnObserver
asked in Users
User Filter - Multiple Devices Excluding Spares?

I have a User filter to find out which students have multiple devices assigned to them, but I want to exclude any students who have a spare as their 2nd device.  This will help us ensure that students turn in any devices they shouldn’t have.I looked searched for a solution or idea, but couldn’t find one.  Anyone have a solution? Thanks,Amy

465
Kathryn Carter
3 month ago
K
KThompson 3533249 yukonObserver
asked in Users
How are users matched?

Forgive me, I am new to administering IncidentIQ and I have a concern that may be hard to follow with my explanation below:We have had a few instances where we have user data getting mixed. For example, say we have a teacher named Jane Deer. Her account, which includes her assets and previous tickets, has somehow gotten transferred to a student named Jane Fox. Meanwhile, when Jane Deer now logs in to IncidentIQ, it pulls up the account for student Jane Rabbit. When looking at the information from the account of Jane Rabbit, it has somehow gotten the username for Jane Deer. I understand this is why it is logging Jane Deer in as Jane Rabbit. What I don’t understand is why this happened in the first place. Or why it progresses down a line of people with the same first name mixing their data. I can see no similarities between any data in Google SSO or Powerschool for any of these users besides the first name.How are users matched inside IncidentIQ? We sync Powerschool data and Google SSO d

454
Kathryn Carter
3 month ago
GWade
Contributor
GWadeContributor
asked in Users
"On Behalf of" permissions

We added in another department and made 4 developers as agents in IIQ.   They can not change the “on behalf of” when a ticket is submitted for the wrong person.   I can not find where to change this to allow these 4 to change that field.   Any help?   Thanks in advance!   

465
Kathryn Carter
3 month ago
R
RSeward 440d0b9 d300Observer
asked in Users
Searching just agents

When re assigning a ticket, when I click on the agent to change it, it opens up the search and shows all of out users instead of just agents. Is there a way to change that as a default to just search agents or do I have to filter by agents every time?

211
Kathryn Carter
3 month ago
C
Contributor
CLee 1176405 shakopeeContributor
asked in Users
Synced users not appearing for assignment of ticket (EntraID & ClassLink Roster)

Have a ticket open with support but wondering if anyone else is seeing or has seen where users are imported from EntraID and get created but cannot find them in Global Search / Users. I look them up in sync history see date created then following days errors stating account already created…  

326
C
Contributor
3 month ago
S
SJanketic 2707173 pmschoolsObserver
asked in Users
Import what devices a user is an Owner of in Microsoft Azure

Hello Everyone,I was just curious if there was a way to import what devices a user is tied too in Azure AD. As a means to find out what device a user was last logged into. The registered and activity timestamps would be very useful as well. Thanks everyone.

373
Kathryn Carter
3 month ago
A
Participant
AMeyer Greendale SchoolsParticipant
asked in Users
Room assignments for staff

Going down another rabbit hole here.We are looking at adding rooms to staff profiles in iiQ.We use Google SSO and Infinite Campus for our SIS.In iiQ Admin>Apps>Manage>Infinite Campus>Settings tab, I turned on the Add Rooms to users option.This pulled homerooms for students only. Should this data be populated for staff as well?

476
Kathryn Carter
3 month ago
D
DNatalie 730c952 pasdObserver
asked in Users
Asset History with Suspended/Disabled Users in Google SSO

We are currently in onboarding, and things are 99% awesome. One thing I noticed however is we brought over many users that are Suspended within the Google Workspace environment. This makes them disabled in IIQ, so they are not searchable in IIQ. Additionally, when I imported assets via CSV, it skipped those users as owners because IIQ could not find those users. We think it’s important to at least start with a history of those users having owned those devices, even after they are disabled.This may be solved moving forward, as we start operating within IIQ, but I was hoping to be able to see these suspended users even if they are “no access.” Our school has people come and go yearly, so not seeing the user at all until we reactivate them in Google is not preferable.Is there a way to not “disable” a user in IIQ if they are suspended within Google Workspace?

9211
Kathryn Carter
4 month ago
C
csheldenObserver
asked in Users
Notification to parent, that a device was issued

We are wanting to let parents know that a device was issued to their child, we want to include device info from IIQ, etc.  We would like to associate the child to a contact in our SIS.  What are you doing?  

301
Kathryn Carter
4 month ago
TAnders
Specialist
TAndersSpecialist
asked in Users
Adding Members to a Team that already exists

Not sure when this changed, but if you are trying to add a new member to an existing team, there is a new step that gets in the way and is confusing. On the teams screen, if I click where it says “3 Users” to add someone, which you’d think would take you right to the user settings page to add/remove members from the team. It does take you to a Users page, but it’s under the actual “Users” section, so the only button you get is “New User” to create a brand new user.  To add members, you have to actually click anywhere else except on the part that looks like it would go direct to the Users update page. Minor annoyance.

941
Kathryn Carter
4 month ago
lpreedom
Contributor
lpreedomContributor
asked in Users
Facilities custom dashboard

I am attempting to set up our facilities agents to be able to customize their dashboard just like we in the IT ticketing can change the look of our dashboard. I am not finding anywhere to give them the permissions for this. Any help would be great!Thanks.

383
Kathryn Carter
4 month ago

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