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Advanced Portal Settings
Design your technician portal and streamline a host of service desk activities. In Advanced Portal Settings, you can enable technicians to create and track requests easily, automate processes in incident management, configure request approval, work ...
Problem Approval
Approvals is a formal process where stakeholder can perform a thorough review and grant permission before a problem proceeds to the next status. Role Required: SDAdmins or technicians with the Modify Approval/Delete Approval permissions. Add ...
Instance Settings
Use Instance Settings to add/update your instance’s name, logo, currency, and access permissions. You can also change the owner of the instance from here. To access Instance Settings, Go to Setup > Instance Configurations > Instance Settings. Click ...
Privacy Settings
General Data Protection Regulation (GDPR) protects all types of personally identifiable information (PII) and electronic Protected Health Information (ePHI), including users' names, social security numbers, insurance details, and racial or ethnic ...
Custom Settings - Reports
Custom settings allow you to customize the report column size and modify the date and time format of your reports. Role Required: SDAdmin, SDReport, Technicians with View permission to reports Go to the Reports module and click the Reports Settings ...