How can I easily manage my service desk customers?

Antonio Frea

I am setting up the service desk for my team but when it comes to customers management I am becoming quite confused.

 

How can I easily:

1 - Change the organisation to which a customer belongs

2 - Reset their password

3 - Delete a customer

4 - Rename a customer

 

And ideally give these roles to a service desk administrator?

 

Thanks

Antonio

Gabriel Senna

Hi Antonio,

You can manage all of this inside the Service Desk project, including creating an agent, that will have the permission to manage all this features.

I'm sending you documentation on how to manage this, organization, customers, agents, etc., that I believe should help you.

https://confluence.atlassian.com/servicedeskcloud/setting-up-service-desk-users-732528877.html