🚀 Common Tasks
NEW
Create New Ticket: Tickets → New Ticket
CLIENT
Add Client: Clients → Add New
LICENSE
Request License: Email Licenses → Request
BACKUP
Create Backup: Settings → Backup → Create
AGENT
Add Agent: Agents → Add New Agent
REPORT
View Reports: Dashboard → Reports
💡 Tip: Use the dashboard quick action buttons for faster access
🎫 Ticket Management
Status Levels:
Open New ticket needs attention
In Progress Being worked on
Waiting Need info from client
Resolved Issue fixed
Priority Levels:
| 🔴 Critical: |
System down (1 hour response) |
| 🟠 High: |
Major impact (4 hours) |
| 🟡 Medium: |
Some impact (1 day) |
| 🟢 Low: |
Questions (2 days) |
Remember: Always update ticket status when working on issues
⌨ Keyboard Shortcuts
| Alt + N: |
New ticket |
| Alt + C: |
Client list |
| Alt + T: |
Ticket list |
| Alt + D: |
Dashboard |
| Alt + S: |
Settings |
| Ctrl + S: |
Save current form |
| Ctrl + Enter: |
Submit comment |
| Esc: |
Close modal/dialog |
Search Tips:
• Use quotes for exact match: "error message"
• Use # for ticket number: #1234
• Use @ for client: @companyname
📧 Email License Types
| Basic: |
Email, Teams, OneDrive (1TB) |
| Standard: |
Basic + Office desktop apps |
| Premium: |
Standard + Advanced security |
| E3: |
Enterprise, unlimited storage |
| E5: |
E3 + Compliance, analytics |
License Actions:
• Request: Client submits request
• Approve: Admin activates license
• Delete: Remove license (needs approval)
• Transfer: Move to different user
⚙ Settings Overview
Configuration Areas:
📝General: Company info, branding
📧Email: SMTP configuration
🔷Microsoft: 365 integration
💾Backup: Data protection
👥Users: Accounts & permissions
🔔Notifications: Alert settings
Setup Order: General → Email → Users → Backup
🔧 Quick Troubleshooting
Common Issues:
Can't login:
→ Check user type, clear cache, reset password
No email notifications:
→ Check spam, verify SMTP settings
Slow performance:
→ Clear browser cache, check internet
Missing data:
→ Refresh page, check filters, verify permissions
Upload fails:
→ Check file size (<10MB), verify format
Need Help? Call 404-341-5073