Helpdesk / Get started
Install and set up
- 1
Install and activate
Admin → Marketplace → Helpdesk → Install, then Activate. On a new install, the main site first chooses this site's database or a separate one (see Database). Activation then creates the Helpdesk tables and publishes the support pages.
- 2
Check the support pages
Open
/supporton your site. The request form, My tickets, Public tickets, and the confirmation page are ordinary pages in your theme, so edit them in the page builder like any other page. - 3
Choose who can ask for help
Helpdesk → Settings sets guest and signed-in tickets, who may make a ticket public, file uploads, retention, the ticket number prefix (such as
SUP-1042), and the support popup. - 4
Add your team
Give staff the Support agent role, or grant Helpdesk capabilities to existing roles (see Staff access). Then set up categories, canned replies, and SLA targets on the Desk tab.