Service

Turning on Service related functions

Navigate to Settings + Configurations + Service

Configure Primary integration for service/ticketing

• Select which service board/queues names are to be included

These are "GLOBAL" settings for the entire portal. 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.