Why can't I convert a User to an Employee?

Users can be created via the Portal (using the Register feature) or the Management Interface, while Employees can only be created in the Management Interface. Because of the way SmarterTrack is built, with the Agent and User roles in separate sections, there is not a way to switch a User to an Employee or an Employee to a User.

In the instance that you'd like to convert a User to an Employee or vice versa, you'll need to delete the current entry and create a new Employee or User. It is not possible to make the switch using Roles alone.


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Has this been fixed? I have users that are being promoted. These users have hundreds of tickets assigned and it seems they will be orphaned / lost by doing this. Seems a bit impractical. Is there a better way, or is this now possible? Thank you!
Tim DeMeza (11/17/2016 at 10:00 AM)
We have the same issue happening where I work where we have a user that now need to be an employee and they have tickets that we want to kee associated with them. Do any of the newer versions support switching a user to employee? Or is there a tool that will do it for you?


Scott Rasmus (11/13/2018 at 6:47 AM)
Hi Scott. I'm afraid this process has not been modified.
Andrea Rogers (11/20/2018 at 8:50 AM)