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User Panel

Forgot your password?. for Customer Service Management

Getting started with
What you need to know

1. Navigating
Basic navigation
Business insights and help

2. Setting Up Your Help Desk
Setting up users
Set up email forwarding
Adding social channels

3. Organizing and Customizing
Capture data with custom fields
Create views with filters
Identify cases with labels

4. Using Automation
Configure business rules
Automate notifications
Using macros for efficiency

5. The Support Center
Using web themes
Create articles
Manage private access to your help desk

Measuring success and data
Best practices for customer support
Next steps and additional resources

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