Quick Start Guide helps you to start working with the help desk software ServiceDesk Plus with the basic set of configurations. Learn more at www.forums.manage.
Organization Details - Enter information about your organization:Go to Admin - Organization Details (Under help desk section) - Provide the basic information likename, address and contact information of your organization.Your Company Logo:Upload the logo of your company under the“Company Logo”section.This logo will find place in all yourreports and purchase orders.1. Basic configurations.2. Create accounts for users.3. Assign roles4.
Access the application.5. Incident Managementa. Create business rules and service level agreementsb.
All Rights Reserveda. Add RequestersRequesters can be added into the application in three ways.i. Import from Active Directory:To add requesters into ServiceDesk Plus from your Active Directory Server, you can choose this option.Importing from AD will let your requesters to login to ServiceDesk Plus using their AD credentials.Clicking on‘Import from Active Directory’, the following page will pop up.Go to Admin - Requesters (under the users section) - Choose the desired option to import requesters.1.
All Rights Reservedb. Add TechniciansBy default, your users are imported into the application as Requesters. You can add your techniciansin two ways,1. Change existing Requesters into Technicians.2. Manual Addition.To change an existing Requester into a Technician,Go to Admin - Requesters (Under the users section) - Choose a requester - Change as Techni-cian.To manually add a Technician,Goto Admin - Technicians (Under the users section) - Add New TechnicianNote: While adding the technician, you can associate one or more sites and groups to the technicianfor which he/she gets the access privileges.
These incident templates help your users to raise the incidents quickly with all the nec-essary fields getting populated automatically.To configure the incident templates,Goto Admin - Incident templates (under the helpdesk section) - Add New Template.Configure the Technician view, Requester view, Tasks for this template. Fields such as priority, impact,technician, mode etc can also be configured so that the users need not spend time in configuring themwhile creating a ticket through this template.Now that you are done with the basic configurations, you can create tickets and start using ServiceDeskPlus to manage them.For a detailed explanation about the product and its features, refer Admin Guide.For installation assistance, refer Installation [email protected].