DeskDay

Jobin Johny

Basil Mathai

All settings and configurations to manage your DeskDay Account

Control Center

Set up your organization, customize branding, manage locations, and control your subscription.

Organization

Updating Date Format

Know your data center location

Manage Account Details

Company Profile

Managing Company Locations

Location

New subscription/Update subscription.

DeskDay Subscription

How to Add a Vanity URL and Branding

⚠️ Fixing “Certificate validation failed (CAA_error)”

Customize your DeskDay experience with your logo and vanity URL to reflect your brand identity

Branding

Manage your team, control access, and enhance account security.

Team & Access

Adding Team members

Team members

Create and manage skills

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

Roles & Permissions

How to Enable Multi-Factor Authentication (MFA)?

How to Disable Multi-Factor Authentication (MFA)?

How to Reset MFA for a Resource?

Security

Configure service desk settings to standardize, automate, and optimize service delivery

ServiceDesk

Create and manage boards

Boards

SLA policies help you define, track, and enforce response and resolution time commitments for your users' tickets. You can set time-based targets by priority, monitor status in real time, and…

Service Level Agreements (SLAs)

Managing General, Ticket, Project and Task Custom Fields

Custom Fields

Add and Manage Tags

Adding and Managing Checklists

Checklists

Recurring tickets in DeskDay

How to create a recurring ticket

How to make a ticket recurring in DeskDay

How to manage recurring tickets in DeskDay

Scheduled recurring tickets on the home screen

Recurring ticket permissions in DeskDay

Recurring ticket statuses in DeskDay

Next occurrence actions for recurring tickets in DeskDay

Recurring ticket timeline in DeskDay

How recurring ticket generation works in DeskDay

Recurring ticket FAQs

Troubleshooting recurring tickets

Recurring tickets automatically create tickets for scheduled, repeat tasks.

Recurring tickets

How to Customize a Mail Template Notification

How to Configure the Global Header and Footer of Emails

Creating and Managing Canned Notes

DeskDay template and signature variables

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

Templates

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 Archive a Ticket.

How to Archive a Project.

How to Restore a Ticket

How to Restore a Project.

Achieved 

Configure communication channels, notifications, and customer touchpoints for seamless support.

Channels & Communication

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 Manage Ticket Notifications for Resources

How to Manage Project Notifications for Resources

How to Manage Tasks Notifications for Resources

Notifications

How to Customize or Create a Signature

Signatures

How to update customer billing contacts and address in DeskDay

Create customer contracts and configure your billing preferences

Billing and Contracts

Contact us: support@deskday.ai

Need Assistance?

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Volume, requesters and topics for your company.

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.