Creating A Help Desk

Create roles for your staff like admin regular staff etc.

Creating a help desk. The help center is also a great way to find and become familiar with your customer evangelists. Outside of enterprise circles it s not something that s discussed. It is intended to be a practical reference guide but the suggestions checklists and templates all need to be interpreted and amended. There are six ways to create helpdesk tickets in atera.

Happyfox help desk lets you create roles and privileges for all your staff. In the column name textbox enter description. These departments working together can take what they learn from the community and use it to speed up the feedback cycle. Setting up a helpdesk for your startup can be a daunting task.

This is the new ticket view. Building a help desk from scratch can be challenging. However assuming your role as a help desk manager with defined itil based processes positive direction coaching and leadership you can succeed in building a world class customer support team delivering real value to the business. These roles decide what access and privileges each staff will have including managerial and ticket level permissions.

Turning around a help desk team with performance issues may seem impossible. Phone you can create a ticket to continue the conversation via email. You may discover that you need to update your help desk ticket categories reporting mission statement processes and other areas. Select the ellipsis next to the helpdesk list and select settings.

To create a ticket click the new ticket button in the ticket dashboard in the tickets section. If your customer reaches out to you using a different channel than email e g. This post is part of a series brought to you by gotoassist. There are two web parts you can use to build the help desk solution with each having its pros.

Created manually by a technician created by your customer with the hot key combination of ctrl f12. Help answer questions and respond to comments. Determine which web part you will use to build the help desk. In the require that this column contains information radio button list select yes.