Table of Contents
How do I add users to OTRS?
A fresh OTRS installation contains no customer users by default. The customer user management screen is available in the Customer User Administration menu item of the Customers menu….To add a customer user:
- Click on the Add Customer User button in the left sidebar.
- Fill in the required fields.
- Click on the Save button.
How do I create a ticket in OTRS?
You can create tickets directly in OTRS.
- Log into OTRS.
- At the top, click New Ticket.
- In Subject, enter a brief summary of the issue or question.
- In Message, enter your question or issue.
- To add an Attachment, drag and drop files or click the icon to search for and add them.
How do I log into OTRS?
Access the login screen as described in the section Agent web interface . Enter a user name and password. Since the system has just been installed and no users have yet been created, login as OTRS administrator first, using ‘root@localhost’ for username and the generated password in the last step of the installer.
How do I remove a user from freshdesk?
- Login to your support portal as an Admin.
- Go to Admin > Team > Agents, and find the agent whose profile you want to modify.
- Click Edit or press the trash button to delete their profile.
How do I change the language on OTRS?
On the main OTRS screen, click the Preferences tab. The following screen appears: Do any of the following: To change the language of the interface, select the appropriate language from the Interface language drop-down list.
What are generic interface module in OTRS?
The Generic Interface is the framework that makes it possible to create Web Services for OTRS in a predefined way, using already made building blocks that are independent from each other and interchangeable.
What happens if I delete an agent on Freshdesk?
When you delete an agent from Freshdesk, all tickets assigned to that agent will automatically become unassigned and the agent would be converted into a customer in your Freshdesk Account. A deleted agent is not permanently removed from your Freshdesk account.
How do I change my Freshdesk agent name?
The Full Name of the Agent can be edited only by the Agent himself as he has his own Agent profile in Freshworks. The agents should click on the profile picture at the top right corner and select Profile Settings to edit the name.
How do I add a Signature in ConnectWise?
The first thing you’ll need to do is have each member create a signature within ConnectWise:
- Navigate to Other > My Account > Contact Info.
- Use the Signature field to either copy in your company’s existing HTML email signature, or to create a new signature using the field and the formatting buttons provided.