Set up account

Guidelines on how to start using HelpDesk and create your first ticket

First steps in HelpDesk

3 simple steps to get started with HelpDesk

Get started with HelpDesk in just 3 steps. Set up your account, create tickets, and manage your customer support process quickly and easily.

Sub-Processors

Learn how HelpDesk cooperates with Sub-Processors, our approach to safety, quality assurance, and the locations where each Sub-Processor stores your data.

HelpDesk settings

In the HelpDesk settings, you can manage your inboxes, tags, canned responses, and email notifications.

Text Accounts: logging into HelpDesk

HelpDesk's migration to Text Accounts lets users access all products from a single platform. Streamline your login process effortlessly.

Set basic settings

Agent signature

Learn how to add a personalized agent signature to your HelpDesk tickets. Enhance your brand identity and professionalize customer communication.

Install apps from the HelpDesk Marketplace

Learn more about the HelpDesk Marketplace, where you can install apps and grow your license with essential solutions.

Edit your avatar

Enhance your HelpDesk profile by customizing your avatar. Show off your personal style and make every interaction with team members more distinctive.

Log in with a custom SSO

Learn how to set up custom SSO in HelpDesk to streamline user access and improve security.

Email template

Customize email templates in HelpDesk to suit your business needs. Improve communication efficiency with tailored email formats for better engagement.

Manage multiple email addresses

Learn how to add multiple email addresses to HelpDesk and create custom inboxes with automation rules.

Enable browser notifications

Learn how to enable browser notifications in HelpDesk to stay updated on new ticket activities and respond promptly to customer inquiries.

Set up the custom domain, forwarding address, and reply address

Learn how to set up a custom domain, forwarding address, and reply address in HelpDesk to personalize your customer support emails and improve communication.

Getting email messages to Apple Private Relay

Learn how to fix hard bounce issues and configure Apple Private Relay in HelpDesk for smoother email communication and improved message delivery.

Set up your DMARC record policy

Learn to set up your DMARC record policy. Follow step-by-step instructions to switch from strict to relaxed SPF alignment for smoother email authentication.

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