Getting Started – Self Service

Self-service provides supported customers with the ability to log their own tickets/requests and then monitor the progress of those tickets and add further notes.

If you intend to give your customers access to the system via Self-Service, then thought has to be given to the data they should see and available options. It is always best to provide a simple and self-explanatory dashboard. If you can engage your customers to use self-service, then this takes some of the load off the support team.

self service dashboard

Learn more about this topic by visiting the Forms and Dashboards pages.

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