Dashboard
On welcome link there is a dashboard with a HelpDesk image.
Once the users start entering data, all the details of request can be seen here like time of the request generated along with the date, current status of the request, priority of the request, by whom request is generated and to whom request is assigned to.
Details of request can be seen at dashboard of welcome module in tabular form and will be appear blank if no such request is there.
User Roles
On application first login, two users role that is Administrator and User are created by default.
Through user roles admin can see current users and there active state. Below screenshot showing two users Administrator and user in active state.
Users
Administrator can create new user by :
- At dashboard under Administration “Users” option is present.
- Clicking on “Users” link users details page gets opened .
- Click on the “+Add” button to create new user.
- Enter details for new user creation
- Enter User Name
- Select User Role
- Click on save
- The added record will appear on the same page in a tabular format.
- Admin can edit, update and delete the any user.
Categories
Administrator can create new category by :
- At dashboard under Administration “Categories” option is present.
- Clicking on “Categories” link categories details page gets opened .
- Click on the “+Add” button to create new category.
- Enter details for new category creation
- Enter Category Name
- Enter User
- Email ID will automatically get fetched.
- Click on save
- The added record will appear on the same page in a tabular format.
- In added category a particular user is assigned .
- Admin can edit, update and delete the created category.
Status
Administrator can create new status by :
- At dashboard under Administration “Status” option is present.
- Clicking on “Status ” link status details page gets opened.
- Click on the “+Add” button to create new status.
- Enter details for new status creation
- Enter status Name
- Click on save
- The added record will appear on the same page in a tabular format.
- The default status used in the application are below:
- Open
- In-Progress
- Resolved
- Closed
- Admin can edit, update and delete the created category.
Priorities
Administrator can create new priority :
- At dashboard under Administration “Priorities ” option is present.
- Clicking on “Priorities ” link Priorities details page gets opened.
- Click on the “+Add” button to create new priority.
- Enter details for new priority creation
- Enter Priority
- Click on save
- The added record will appear on the same page in a tabular format.
- The default priority used in the application are below :
- High
- Medium
- Low
- High Priority- Request need to be handled first on priority basis.
- Medium – Can be handle after no high priority ticket is pending.
- Low – It’s a less important ticket but need to be handle once all high and medium task gets completed.
- Admin can edit, update and delete any priorities .
Ticket Types
Administrator can create new Ticket by :
- At dashboard under Administration “Ticket Types” option is present.
- Clicking on “Ticket Type” link ticket type details page gets opened.
- Click on the “+Add” button to create new Ticket.
- Enter details for new Ticket Type creation
- Enter Ticket Type
- Click on save
- The added record will appear on the same page in a tabular format.
- The default Ticket type used in the application are below :
- Request
- Problem
- Questions
- Request – Ticket of request type comes under request.
- Problem – Ticket of problem type comes under problem.
- Questions -Ticket of question type comes under questions.
- Admin can edit, update and delete any ticket.
License
To get paid version you need to activate the license of the app. And to get that you need to navigate on license page link present on the left navigation.
As you will get landed on license page, you will see two buttons,
- Buy HelpDesk Pro
- I have an activation key
Buy HelpDesk Pro
To get the paid version, you have to upgrade the free version to paid version. And to get the paid version you have to follow few steps.
Click on “Buy HelpDesk Pro“to get the Pro version activation license key.
On click on this button user will get directed on page in a new tab where all the package of pro version will be displayed.
Here you can see different options of app activation:
- Download free : If user want to use the app for free then you can directly click on download free button to get the app for free.
- Buy now: If you want to buy for 1 year subscription then click on the buy now button and you will get a new checkout page. Fill all the details in that page user will get and email with activation key of the app.
Simply follow the I have activation key steps to activate your app with the key.
I have an activation key
To get all the features of paid app license key is required. If license key is generated, then need to activate the license using "I have an activation key" option. Below are the steps to activate the license follow the below steps.
- Click on the button “I have an activation key”.
- Enter the license key, to activate the feature
- Click on activate button
- The license will get activated.
Note : You will receive the key through email once the payment is done.
Once the license gets activated user will be able to see some new links as “Advance Report”.
Advance Report
On Advance report new search features are been added that will be helpful for the user to generate customized reports easily.
- All the features of advance report can be visible only in Pro version of the app.
- Users can generate detailed reports according to the selected options needed.
- Once the add-in gets converted in Pro version each user can access advance report page in there existing accounts such as :- Administrator, Technician, Users and the old reports link will get replaced with the new one.
Help
This feature will provide a guide to the administrator’s that how to work with the application. It will also help guide the users with the working and functionality flow of the application.
