Installing Helpdesk from Microsoft Store

Installing Helpdesk from Microsoft Store

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- Get It Now 3- Sign in 4- … Read more!
Update SteadyPoint Helpdesk add-in

Update SteadyPoint Helpdesk add-in

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!
Workspaces

Workspaces

A workspace is your board for each of the departments, functions, locations, etc. where you can manage communication, permissions, and collaborations. Workspace allows you to manage the tickets per department (IT, HR, Finance, etc.), by location (New York Office, Washington … Read more!
Request Types

Request Types

Allows for the categorization of Requests under Workspace. Under each workspace you can assign an Admin/ Team/SLA to handle Request Types. Under the Request Types you can build the forms and design the workflows. Create new Request Type Go to … Read more!
Form Builder

Form Builder

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!
Workflow Builder

Workflow Builder

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. Request Type Category Sub-category Add stages … Read more!
Triggers

Triggers

A trigger is a special type of stored procedure or action that allows you to setup automatic reaction runs in response to conditions or events. Adding a new trigger You can create a new triggers easily by following the below … Read more!
Creating tickets through Email

Creating tickets through Email

Learn how to set-up Microsoft Flow to start creating ticket on SteadyPoint Helpdesk through your email in the matter of minutes!
Setting up permission to use Power Automate

Setting up permission to use Power Automate

In order to be able to setup the Power Automate solutions, you need to be a Global Admin, or you should be added by the global admin to the Power Automate Admin role. How to be added to the System … Read more!
Setting Up the Dynamic Workflow

Setting Up the Dynamic Workflow

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!