Asset Management
Asset Acknowledgment
A formal process of recognizing or acknowledging the ownership or possession of an asset. Asset acknowledgment helps establish ownership rights, ensure accountability, and maintain transparency. You can configure acknowledgements for specific product ...
Asset State
Indicates the status of assets in the organization. By default, ServiceDesk Plus Cloud MSP provides the following states: Disposed, Expired, In Repair, In Use, and In Store. You can also create new asset states. Role Required: AssetConfig Create ...
Software License Types
Customize license types specific to software based on workstations and users. Role Required: AssetConfig A few of the default license types are as follows Client access license (CAL) Client access license maintains a relationship between server ...
Software Category
Group software under a specific category. By default, ServiceDesk Plus Cloud MSP provides nine software categories. Default categories cannot be edited or deleted. Role Required: AssetConfig Create Software Categories Go to Setup > Customization > ...
Software Type
Classify software based on functionalities and usage. Role Required: AssetConfig Default Software Types By default, ServiceDesk Plus Cloud MSP provides six software types. Excluded: Software that is omitted from use. Freeware: Software that is ...
Vendor
Vendors are suppliers who sell products or services to an organization. ServiceDesk Plus Cloud MSP enables efficient tracking of products/services provided by each vendor. You can add vendors manually or import them via CSV files. After adding ...
Service
Add services provided or availed by the organization. You can categorize services having similar functionalities or purposes under the service type. After creating a service, you can associate vendors who provide or avail the service. Role Required: ...
Service Type
Categorize and track services offered or availed by the organization based on their functionalities and purposes. Role Required: SDAdmin Go to Setup > Customization > Asset Management > Service Type. Click Add Service Type. Provide a name and short ...
Products
Products refer to the hardware or software items purchased and added to the organization inventory. You can also configure depreciation for certain products. Role Required: AssetConfig Add New Products Go to Setup > Customization > Asset Management > ...
Product Type
Product type is a high-level categorization for all the assets that are purchased by the organization. This helps in estimating the budget and tracking the assets in each product type. Product types are arranged in parent-child hierarchy. ...
Popular Articles
Introduction
Solutions are a centralized repository to store and share articles with your users. Technicians and end-users can utilize solution articles to resolve repeated incidents. Solutions can be categorized across topics and contain a built-in approval ...
Customers - Overview
The Customers module lets you manage clients of the managed service provider (MSP). The MSP can maintain detailed records of all customers and their information, including associated solutions, advisory details, announcements, and more in the ...
Onboard Customers
You can add customers individually or import multiple customers at once in ServiceDesk Plus MSP Cloud. Role Required: SDAdmin The MSP may be handling IT services for numerous clients. Adding these clients to the application as customers helps in ...
View Customer Details
To view the customer's details, Go to the Customers module. In the customer list view, click the name of a customer to open the details page. The following tabs are available on the customer details page: Details: Provides comprehensive details on ...
Advisory
Add important advisory notes or best practices on handling the customer. The advisory notes of the customer will be shown to technicians in the request details page. When a technician works on a customer's request, they can view the customer's ...