You're new to Issuebear and you're probably wondering where to start.
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Settings / Interface
Set the name of your system (probably just your company name) and upload your logo. This will appear on your login page and in your emails. -
Settings / Localisation
Set your default system timezone. You can override this per client and users can also choose their own, but it's a good idea to set this globally first. Otherwise it may look confusing when tickets were created. -
Settings / Security
We recommend using Multi-Factor login. You can enable this for everyone or have it be optional. Keeping your system secure should be a top priority. -
Settings / Ticket Types
These are the different types of ticket you're going to accept. You might want to setup one for Support Tickets and one for Sales Requests, or whatever else makes sense for your business.Ticket Types can also have their own categories and custom fields if you need them.
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Settings / Agents
Who is going to be answering incoming support tickets. You can start adding and inviting them here. -
Settings / Staff
Anyone else who works for your company who isn't a support agent but might need to create or view tickets. If you're using Issuebear as an internal IT help desk, this is where you'll add everyone else in the business that isn't in the IT team. -
Settings / Clients
If you're going to be supporting other businesses then this is where you can start adding them in and start inviting the people from those clients you're going to be receiving tickets from. In most cases, these are your customers.