Service

Turning on Service related functions

Navigate to Settings --> Configurations --> Service 

Service Integration

Configure Primary integration for service/ticketing

  • Select which  "boards" or "queues" clients have access to.
  • Clients must still have a "Profile" with security clearance to access service ticket functions.


These are "GLOBAL" settings for the entire portal. 

Ex., each client "Profile" must still have the appropriate security level/privileges to use the settings:

  • Create Ticket
    • allows your clients to create new service items (only for the selected boards)
  • View Ticket
    • allows your clients to view existing service items, but NOT create new tickets (only for the selected boards)

Suggested Use case scenario:

  • Allowing a "one-stop-shop" for all service and billing related functions, without clients needing to login to separate portals.