DeskDay

Jobin Johny

Basil Mathai

All settings and configurations to manage your DeskDay Account

Control Center

Manage your company details, resources, permissions, locations, and your subscriptions in this section.

My Company

Updating Date Format

Know your data center location

Manage Account Details

Company Profile

This article explains how roles and permissions work in DeskDay, so you always know who can see what, and who can do what inside your account.

DeskDay Roles & Permissions

Creating a custom role with specific permissions in DeskDay allows you to tailor access levels based on your organization's needs. Follow these steps to set up a new custom role:

How to Create a Custom Role with Custom Permissions on DeskDay

The Roles & Permissions module enables administrators to define technician roles and manage access control within the system. It allows for granular permission settings, ensuring techs have appropriate access to features and data based on their responsibilities. With customizable roles, organizations can enhance security, streamline workflows, and maintain compliance.

Roles & Permissions

Adding Resources

Manage Resource details

Resend Invitation Mail for a Resource

Reset Password for a Resource

Unlock a Resource Account

Resources

Managing Company Locations

Location

New subscription/Update subscription.

Subscription

Manage your 2FA/ MFA (multi-factor authentication) and email / IT-Connect notification settings in this section.

Account Preference

How to Enable Multi-Factor Authentication (MFA)?

How to Disable Multi-Factor Authentication (MFA)?

How to Reset MFA for a Resource?

Security

How to Manage Ticket Notifications for Resources

How to Manage Project Notifications for Resources

How to Manage Tasks Notifications for Resources

Notifications

How to Customize a Mail Template Notification

How to Configure the Global Header and Footer of Emails

Creating and Managing Ticket Templates

Creating and Managing Project Templates

Creating and Managing Canned Notes

DeskDay template and signature variables

Templates of Tickets, Projects, Canned notes, Email, Billing are listed here

Templates

How to Customize or Create a Signature

Personalize your communication with branded signatures. Add professional sign-offs to your messages and responses for a polished and consistent brand experience.

Signatures

Manage your omni-channel communication settings including MS Teams, mobile and desktop apps, and emails in this section

Channels

How to Configure a Support Mail Server for Custom Email Service Provider

How to Configure a Support Mail Server for Google

Setting up Microsoft support mail for email ticketing

How to Configure a Support Mail Server for Microsoft

Setting up support mail

Email

How to pin chats or do Multi-ticketing.

How to Add Tickets/Tasks to Your Watchlist

Manage your SLAs (Service Level Agreements), ticket and project boards, general/tickets/projects/tasks custom fields, ticket/project templates, checklists, tags, canned notes, quality assurance rules, timesheet settings, and archived items in this section.

ServiceDesk

Creating a New SLA

Managing SLAs

Add and Manage Ticket Boards

How to Manage the Default Board for the Tickets/Projects.

Add and Manage Project Boards

Boards

Managing General, Ticket, Project and Task Custom Fields

Custom Fields

Adding and Managing Checklists

Checklists

Add and Manage Tags

Managing Quality Assurance rules for Tickets

How to Manage Quality Assurance rules for Projects

Set Rule for Feedback on Quality Assurance

Quality Assurance

How to Restore a Ticket

How to Restore a Project

How to Restore an Announcement

Achieved 

Learn how to update a customer’s billing address and manage invoice email recipients.

How to update customer billing contacts and address in DeskDay

Create customer contracts and configure your billing preferences

Billing and Contracts

With a growing library of pre-built integrations and customizable options, you can effortlessly sync data, automate tasks, and centralize your operations for maximum efficiency.

Marketplace/ Integrations

Integrate with N-able N-Central

N-able N-central

How to Add a Vanity URL and Branding

Branding

Contact us: support@deskday.ai

Need Assistance?

Find answers and get help from Intercom Support and Community Experts

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