1
Account Registration
RequiredStart by creating your account and verifying your email address.
Note
You'll automatically get a 30-day trial of Professional features.
2
Organization Setup
RequiredConfigure your organization details, branding, and basic settings.
Basic Information
- • Organization name and description
- • Contact information and address
- • Time zone and language preferences
Branding (Professional)
- • Upload your organization logo
- • Set custom colors and theme
- • Configure custom domain (Enterprise)
3
Team Member Invitation
RecommendedInvite your team members and assign appropriate roles and permissions.
Available Roles
- • Organization Admin: Full access
- • Organization Manager: Manage teams & tickets
- • Support Agent: Handle customer tickets
Invitation Process
- • Navigate to Users section
- • Click "Invite User"
- • Enter email and select role
- • Send invitation
4
Team Pools Configuration
RecommendedCreate team pools to organize your support staff and improve ticket routing.
Tip
Start with basic pools like "General Support", "Technical Issues", and "Billing".
Add your customers and configure their access to the customer portal.
Create customer organizations Set up customer admin accounts Configure customer permissions Test customer portal access Your ticket system is now set up and ready for use. Here are some next steps: