Where the settings are
Application Management's four groups and the sub-tabs inside each.
Who can do thisApplication Administrator
Application Management has four group tabs along the top, each with sub-tabs. It always opens on UsersConsultants.
J
Juvaro
Helpdesk
Operations
Dashboard
Helpdesk
Planner
Unmatched email3
Customers
Knowledge
Reports
Billing
System
Application Management
Juvaro / Application Management Search… New ticketLB
System
Application Management
OrganisationUsersHelpdeskCustomers
StatusesCategoriesFlowQueuesAutomationsSLATagsPlansPlannerSub-ticket templatesApprovalsTime approvalsTimeDeleted tickets
Ticket statuses
Statuses tickets can have. Mark "solved" for end statuses so they count as done.
Name
e.g. "Waiting for customer"Color
Type
OpenEndCancellation#NameType
1NewOpenEdit
2In progressOpenEdit
3Waiting for customerOpenPauses SLAAwaits customerEdit
4SolvedEndEdit
5CancelledCancellationEdit
| Group | Sub-tabs |
|---|---|
| Organisation | Service desk, Customer portal |
| Users | Consultants, Managers, Billing, Technician schedules |
| Helpdesk | Statuses, Categories, Flow, Queues, Automations, SLA, Tags, Plans, Planner, Sub-ticket templates, Approvals, Time approvals, Time, Deleted tickets |
| Customers | Contact responsibilities, Account roles, Onboarding & offboarding |
Two things live outside Helpdesk: Helpdesk roles (Tenant Portal, Users & access) and mailboxes (Integration Hub).