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Service Desk Staff Guide

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Service Desk Staff Panel > Manage Users And Customers
  • Introduction To Service Desk Module
    • Quick Start
    • Login To The Service Desk Module
  • Service Desk Staff Panel
    • Staff Panel Dashboard
      • View The Dashboard And Export Reports
      • View Staff Members
      • My Profile
    • Manage Users And Customers
      • Manage Users
      • Manage Customers
    • Manage Tickets
      • Ticket Details
    • Manage Knowledgebase
      • FAQs
      • Manage FAQ Categories
      • Canned Responses
    • Manage Projects
    • Manage Staff Time Sheets
    • Manage Calendars

Manage Users and Customers


  • Click 'Staff Panel' > 'Users' to open the users area
  • Users - Individuals who submit tickets to Service Desk. Tickets can be submitted at your customer help portal or via email. Admins have the option to require registration, or to allow unregistered users (guests) to submit tickets.
  • Customers - An organization, usually a company or business, from whom you will accept tickets. We advise you create customers in the ITarian interface rather than in Service Desk. Such 'managed' customers will be universally available in all integrated modules (Endpoint Manager, Quote Manager etc).
  • You can create service contracts with customers, and assign users to a customer to keep track of billable hours on a ticket.




Click the links below for more details:

  • Manage Users
  • Manage Customers

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