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How to Create Your First Ticket

Creating your first support ticket is simple. Log in to the portal and click New Ticket in the top navigation bar. Fill in the subject line with a brief description of your

Read more Thursday, 07-05-2026
Understanding the Dashboard

The dashboard is your central hub for managing all helpdesk activity. At a glance you can see open, pending, and resolved ticket counts displayed as summary cards at the top of the page. The

Read more Thursday, 07-05-2026
Setting Up Your Profile

A complete profile helps your team and customers identify you quickly. Navigate to My Profile from the top-right avatar menu. Upload a clear profile picture, then fill in your

Read more Thursday, 07-05-2026
How to Update Your Payment Method

Keeping your payment method current ensures uninterrupted access to your helpdesk subscription. Go to Admin > Billing > Payment Methods and click Add New

Read more Thursday, 07-05-2026
Understanding Your Invoice

Your monthly or annual invoice details every charge applied to your account during the billing period. Access all invoices under Admin > Billing > Invoices. Each invoice

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Upgrading or Downgrading Your Plan

You can change your subscription plan at any time from Admin > Billing > Subscription. Click Change Plan and select the tier that best fits your current

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Configuring Email Piping

Email piping allows incoming emails sent to your support address to be automatically converted into helpdesk tickets. Navigate to Admin > Emails > Incoming Mail and click

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Setting Up Departments and Teams

Departments group agents by function — for example Sales, Billing, and Technical Support — while teams allow cross-department collaboration on specific projects or escalation paths. To

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Using the REST API

The helpdesk REST API lets you integrate ticket management into your own applications and workflows. Generate an API key under Admin > API Settings > Create Key and note

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Tickets Not Being Created from Emails

If incoming emails are not generating tickets, start by verifying your mailbox configuration under Admin > Emails > Incoming Mail. Click Verify

Read more Thursday, 07-05-2026