How to add company details.
Users can add their company details under the “Company Profile” on Control Center inside My Company section. Here are the steps to follow to add company details:
Step 1: Go to the side navigation bar and choose the "Control Center" option.
Step 2: Choose the "Company Profile" option from My Company section
Step 3: Click on the edit icon right-hand side of "Company details" section.
Step 4: Fill in all the Company details in the respective fields provided.
Company Details
Company Name: Enter your registered Company Name in the designated field.
Brand Name: Enter the Brand Name of the company in the designated field.
Address Line 1 & Address Line 2: Enter your company address in these designated fields.
Country: Select the country in which your company has its Head Quarters from the dropdown menu.
State: Mention the state of your HQ in the designated field.
City: Mention the city of your HQ in the designated field.
Zip Code: Mention the Zip code of your HQ in the designated field.
Once all the required fields are filled, click on the "Save" button to save the entered details.
Step 5:Time Zone: Select the time zone under which your HQ is located from the dropdown menu.
Step 6: Operating hours: Add operating hours for your company.
Step 7: Select the date format that your company follows.
* If your company follows the Date/Month/Year format, select "DD/MM/YYYY".
* If your company follows the Month/Date/Year format, select "MM/DD/YYYY".
* If your company follows the Year/Month/Date format, select "YYYY/MM/DD".
That's it! You have now successfully added your company details to the application.
How to add your Locations
On DeskDay we called MSP's offices as Locations and Customer's offices as Sites. An HQ named location will be added as default location when an MSP created and an HQ site will be added as default site when a customer is created. MSP's can add their branches or sub offices if they have any manually.
How to Add locations or sub offices for MSPs
To add a location's details, you can navigate through the side navigation bar and follow these steps:
Step 1: Go to the side navigation bar and choose the "Control Center" option.
Step 2: Choose the "Locations" option from My Company section
Step 3: Once you have selected "Location," click on the "Locations" button located on the upper right-hand side of the screen.
Step 4: Fill out all the required fields according to your preferences
Step 5: Once you have entered all the necessary information, click on the "Save" button to save the data.
Congratulations! You have successfully added your location to the application.
Location details
Location Name - Fill in the name of the sub office site as location name.
Contact Person - Provide the point of contact name for that location.
Description - Provide a brief description to specify the location.
Email ID - Enter the email address of the point of contact.
Contact Number - Fill in the contact number of the point of contact.
Country - Select the country where the location is situated from the drop-down menu.
State - Choose the state or province of the location from the drop-down menu.
City - Select the city of the location from the drop-down menu.
Street - Enter the name of the street where the location is located.
Zip-code - Fill in the zip code of the location.
Time Zone - Select the time zone of the location from the drop-down menu.
How to get support mail for your account
Follow the steps get support mail for your account
Step 1: Go to the side navigation bar and choose the "Control Center" option.
Step 2: Choose the "Email" option from Channels section
Step 3: Your Support Email box at DeskDay will be mentioned over there.
Step 4: Emails sent to support Email ID are automatically converted into tickets.
Alternatively , You can create a rule in your current support mailbox to forward incoming emails to your DeskDay specified support email id ([email protected])
How to Access and Update Notification Settings
To manage the notifications that you want to receive or block for your resources, you can follow these simple steps:
Step 1: Go to the side navigation bar and choose the "Control Center" option.
Step 2: Select the "Notifications" from account preferences section
Step 3) Once you are in the notification window, you can enable or disable notifications using the toggle button located to the right of each notification "Turn On Notifcation".
And that's it! You have now successfully managed all the notifications according to your preference.
You can set following options on notification settings
Turn ON or Off Notification Sounds
Who should receive notifications
The available options at present include "ALL," "Superadmin," "Admin," and "Assignees."
Through which communication channels should notifications be sent
At the moment, the available choices are "Email" and "Alert Center.
Available Notifications options at moment will be following
New Tickets
Assigned Tickets
Ticket status updates
Closed tickets
Reopened tickets
Once you have completed Turning ON/OFF the desired notifications, Click on “Save” to save it.
Chat notifications will be enabled by default for both resources and users when they are not online for a particular ticket.