Who: Admins
1
Set your branding
Add your name, color, and logo. See Branding.
2
Connect outbound email
Connect your mail server and send a test. See Outbound email.
3
4
Set up ticket categories
Add the categories people choose from. See Categories.
5
Add your team
Add your staff and other admins. See Add people.
6
Choose who gets notified
Choose who receives email and push for each event. See Who gets notified.
7
Set up SLAs (optional)
Set targets and business hours. See Set up SLAs.
8
Turn on inbound email (optional)
Open tickets from email. See Inbound email.
9
Raise a test ticket
Raise a ticket as a client, then reply as staff.
Your help desk is ready when the client receives the reply by email.
Related
Add people
Add your staff, admins, and clients.
Get help
Find out who to contact.