Logging in and Sign up
Access the DeskDay login screen and locate the "Sign up" option.
Click on "Sign up" to proceed.
The sign-up screen will appear, fill in all the required fields correctly.
Click on "Sign up" to complete the registration process.
An email will be sent to your registered email ID. Activate your account using the provided link and set up a password on the following screen.
Logging in to DeskDay
Use the credentials you set up during the sign-up process to log in to DeskDay.
Configuring Company Profile
You can access the "Control Center" from the side navigation bar and choose "Company Setting".
Click profile from it.
Click on the edit icon at the top right corner of the company details page.
Fill in all the relevant information about your company in each field.
Click on "Save" to save all the details.
Configuring Resources
Choose "Company Resources " from the "Control Center."
Click Resource from Resource and Permission
On the "Resources" screen, click on "Resources +" to add a new resource.
Fill in all the necessary details correctly.
Click "Save" to create the new resource.
An email will be sent to your resource's mailbox. Ask the resource to activate their account using the verification link in their mailbox.
Configuring Customers
Choose "Customers" from the "Customer" drop-down in the side navigation bar.
Click on "Customer +" on the following screen to add a new customer.
Fill in all the required details for your customer.
Click on "Create" to add the customer.
Click on the customer you added to access the detailed customer screen.
Fill in any necessary additional details by clicking on the edit button.
Navigate to the "Site" tab inside the customer details screen and create your customer's site by providing the necessary details.
A default site "HQ" is added with same details as added for that customer on site list.
Configuring Users
Choose "Users" from the "Customer" drop-down in the side navigation bar.
Click on "Users +" on the following screen to add a new user.
Fill in all the required details for your customer user.
Click on "Create" to add the user.
Additionally, you can find the "Users" tab inside the customer detail screen
Fill in the details of your customer's user and click "Create."
The customer's user will receive an email to activate their account.
Installing the End-User Application IT-Connect
The customer's user can download the IT-Connect during their account activation process.
Alternatively, they can download the IT-Connect application by clicking "Download IT-Connect" at the bottom of the side navigation bar and sharing it with your customer's user.
After installing the IT-Connect application, the customer's user should log in using their chosen credentials (username: email ID, password: self-set password).
Raising a Ticket
A ticket for user can be logged to DeskDay by three methods
1. The end users can raise tickets from end- user application by themself
2. The end users can send email to support desk email from an verified user email
3. Resources can create ticket for users from support portal
Raising Tickets from IT-Connect Application
1. Click on the "Create Ticket" button on the welcome screen.
2. Input the Issue, In the "Summary" field, type the issue you are experiencing.
3. Select Urgency, Select the urgency level of your ticket from the following options provided
4. Input the Description, In the "Description" field, provide a detailed explanation of the issue you are experiencing. Be as specific as possible, and include any relevant information that may help resolve the issue.
5. Send, Click on the "Send" button to submit your ticket.
Raising Tickets by sending Email
If a user mail ID is verified on the system, User can send email to Support Mail Address from that mail ID to raise a ticket. The Support Email can be found in "Email" Tab on "Channels" section inside "Control Center".
Raising Tickets for users
To start, go to the service desk's module on side navigation bar and select "Ticket".
Look for the "Ticket +" button on the right-hand window and click on it.
A new window will appear where you can enter the required details. Once done, click on "Next".
Provide the necessary information on the next screen and click on "Create" to complete the process.
Chatting with Users
You will receive notifications about new tickets in the "Alert Center" floating button, visible on every screen. Or you can choose tickets from the “Tickets” section.
Open a ticket directly by clicking on the ticket in the “Tickets” section or notification inside the floating button.
You can now initiate a chat with the user.
These steps cover the initial process of creating a customer user, raising a Ticket, and Chatting with Users. Please refer to the dedicated documentation sections covering each topic for more detailed information.