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Use Case: Creating a New Assisted Service User


This use case lets a CSRAdministrator create new Assisted Service application users, including other CSRAdministrators, CSRs, and Merchant users.

Main Path for Creating a New Agent

The main path occurs when a CSRAdministrator selects CSR Users from the Main Menu, then clicks Create to display the Create CSR User Information page.

Alternate Paths for Creating a New Agent

An alternate path occurs when a CSRAdministrator clicks Create.

Create CSR User Information Page Elements

Table 27 describes the elements of this page.

Table 27. Create CSR User Information Page Elements
Page Element
Description

Title Text

Create CSR User Information

CSR User Details Module

This module displays the following elements:

  • Module title text: CSR User Details
  • Text and blank field for data entry: *CSR User ID Field
  • Text and blank field for data entry: *CSR First Name Field
  • Text and blank field for data entry: CSR Middle Name Field
  • Text and blank field for data entry: *CSR Last Name Field
  • Text and blank field for data entry: Address Line 1 Field
  • Text and blank field for data entry: Address Line 2 Field
  • Text and blank field for data entry: City Field
  • Text and drop-down list: Country List
  • Text and drop-down list: State List
  • Text and blank field for data entry: Postal Code Field
  • Text and blank field for data entry: Home Phone Number Field
  • Text and blank field for data entry: Mobile Phone Number Field
  • Text and drop-down list: Mobile Service Provider List
  • Text and blank field for data entry: *CSR Email Field
  • Text and blank field for data entry: *CSR Confirm Email Field
  • Text and drop-down list: *CSR Role List
  • Text: *Required Field
  • Button: Submit
    Action: Displays the Confirm CSR User Information page. For details, see Confirm CSR User Information Page Elements.
  • Button: Cancel
    Action: Cancels the action.
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