> For the complete documentation index, see [llms.txt](https://docs.booldesk.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.booldesk.com/how-to-configure-settings/help-desk/how-to-add-analysts.md).

# How to Add Analysts

**Overview**

Analysts are the support agents responsible for handling tickets, managing assets, and resolving user issues. By adding a user as an analyst, you are upgrading their permissions from a standard requester to a helpdesk staff member. You can further refine their access by assigning specific roles and scopes (e.g., limiting them to only see tickets from their own department).

#### **Step-by-Step Guide**

**1. Navigate to Analyst Settings**

Access the analyst management section from the helpdesk settings.

* From the main menu, go to Settings (1).
* Under the `Helpdesk` section (2), click on Analysts (3).
* Click the Add Analyst button (4) in the top right corner.

<figure><img src="/files/t2QjivSFKyFE3kad5mH0" alt=""><figcaption></figcaption></figure>

**2. Select User and Assign Role**

In the "Assign User Role" window, you will select the user and define their level of access.

* User: Search for and select the existing user you wish to promote to an analyst (e.g., "John Doe").
* Role & Scope: *Note: While the dropdown in the screenshot is empty, this is where you would typically select a Role (like "Technician" or "Supervisor") and a Scope (defining if they can see all tickets, or only those assigned to them).*
* Click Save to finalize the promotion.

<figure><img src="/files/l8oHQ9znzjSHFEDuepxI" alt=""><figcaption></figcaption></figure>
