Depending on the users privileges, subscription level the main tool bar location and its contents may change based on the device that is being used to access tiHelpdesk, or based on the the size of the browser tab used to display tiHelpdesk and help desk Dashboard. When accessing tiHelpdesk from a desktop device with a standard sized browser window the main tool bar will be on the left of tiHelpdesk Dashboard.
When browsing or accessing the site from a mobile device or a small desktop window tiHelpdesk's main men bar will be on the top of the help desk dashboard.
Depending on on the current tiHelpdek subscription level and the user permissions, different menu options, each accessible by an icon, will be displayed to the user.
User Settings
The user settings are accessible by clicking on the users profile picture at the top or left of tiHelpdesk's main menu. This menu allows the user to configure their help desk profile, preferences and settings. Refer to the User Settings help topic for more information.
Filtering and searching tasks and issues is available by clicking on the Filter icon. A filter side bar allows the user to select the search and filtering options for the currently displayed view. Refer to theFilter and Searchhelp topic for more information.
Kanban view allows staff members to view and modify tasks and issues on a kanban board with columns and swim lanes. For more information about kanban view and the ability to view and edit tasks and issues in this view please see the Kanban View View help topic.
Task List sets the main view in the dashboard to the task list view and displays all help desk tasks associated with or assigned to a user based on their permissions.
To-Do List opens the To-Do side bar and displays tasks in the help desk that have been assigned to the user's To Do list. more information about To-Do List please refer to the help topic.
Watch List opens the Watch List side bar and displays all tasks in tiHelpdesk that the user is currently watching or has been assigned as a watcher. Users who have been added to the Watch list for a specific task will receive notifications about that task and will be able to edit the task in Task Details.
Notifications opens the Notification side bar and displays all browser notifications sent to the user based on the users notification preferences. you have multiple notifications pending you may have a notifications indicator visible on the tool bar with the number of notifications displayed.
Recent activity opens tiHelpdesk's Recent Activity side bar and displays all recent activity that they are authorized to view based on their user settings. Recent activity includes activity on the help desk that has been performed by other users and provides insight into task activities performed on tiHelpdesk based on time.
Consumer User menu option sets the primary help desk view to managing consumer users view where authorized users can create, edit and delete consumer users’ accounts.
Staff User menu option sets the primary help desk view to the managing Staff users view where administrators can create, edit and delete staff members’ accounts.
Company menu option sets the primary help desk view to the managing Company view where authorized staff member can manage companies and consumer users assigned to companies as well as assign products and groups to companies impacting what selections the companies users have when they create a new task as well as impacting the product and skills based task assignment options.
Groups menu option sets the primary help desk view to the managing help desk user groups view. The manage user groups view allows administrators to manage user groups to better control skill and product based task assignment.
Video Call opens the video calling side bar and depending on subscription, third party video conferencing providers options and users permissions allows the user to initiate or schedule a video conference with Staff and Consumers users.