Installing Helpdesk from Microsoft Store (New Tenant) Welcome to the installation guide for SteadyPoint help desk, this is an out of box installation process that is subject to change from Microsoft. 1) Go to Microsoft Store Go to https://appsource.microsoft.com/en-us/product/office/WA104381661?src=office 2) … Read more!
You need to setup the Power Automate to activate the SLA and triggers module. Requires Power Automate Per-user-plan license for 1 user only (This is the user who will have the workflow running in their context). If you have MS365 … Read more!
The process of updating office add-in is simple and straight forward, the system will install the latest version that is published on Microsoft Store. 1- Go back to site 2- Click on “Site contents” 3- Click “Details” for Help Desk … Read more!
Field Level Permission / Form Builder Field Level Permissions control whether a user can view and/or edit the value for a particular field in a specific stage. 1) Select Form from the drop down menu next to Request Type 2) … Read more!
Creating your Workflow You can design your workflow to collect information from different stakeholders and undertake routing to request for action. Raising a requested ticket could be assigned to a user or group. This article illustrates the stages of the workflow process: New … Read more!
Permissions required: Global admin, Workspace admin It does not matter what form is required to collect data from users, this module enables you to customize a form for each request type in terms of field and to have the flexibility to change … Read more!
How to choose the right architecture SteadyPoint help desk can manage your tickets in different workspaces. The Workspace changes depending on the company’s hierarchy/support life cycle within the organization. However, we have a common workspace that can be used with … Read more!
Adding Ticket Watchers A ticket watcher is a user (in addition to the ticket’s assignee, reporter and owner) that receives email updates about the ticket. If a watcher is added to a ticket, the system automatically provides the watcher access to the … Read more!
With the dynamic workflow builder, you can customize each and every step of the problem resolution. Accessing the Workflow builder You can access the work flow builder from the Request type ,Category and Sub-category. 1) Request Type 2) Category 3) … Read more!
Creating a new ticket A ticketing system is software that helps you streamline customer support tickets. Ticketing system software provides all the context you need to resolve issues and also allows you to prioritize, track, and automate routine support tasks. … Read more!