Data Administration
Export Data
Role Required: SDAdmin You can export the following data from the application in the CSV or XLSX format: Users Requests Customer Problems Changes Releases Purchase Order GL Code Cost Center Solutions Attachments Category Contract Vendor Asset Type: ...
Import Data
ServiceDesk Plus MSP Cloud allows you to bulk import various types of records from your existing database or other applications. Bulk import is supported for the following types of records: Module Supported Record Types Records that can be imported ...
View PII/ePHI Logs
PII/ePHI logs record actions performed on Personally Identifiable Information (PII) and electronic Protected Health Information (ePHI), including the user's name, social security number, racial/ethnic data, etc. Role Required: SDAdmin The PII/ePHI ...
View System Logs
System Logs record information on activities done in the application such under Admin, Requests, Problems, Changes, Projects, Purchases, Solutions, etc. In addition to these, user addition, deletion, updates, and mail configuration are also recorded. ...
View Audit Logs
Audit Logs record all operations that an admin does under Setup. When there are multiple administrators, audit logs provide information on who, what, when, and where an action was performed. Audit log entries cannot be edited/deleted. Audit logs ...
Archive Data
Data archiving enables the user to archive closed or resolved requests, and move them to a separate storage state. Archiving requests positively impacts the performance of the help desk by preventing the accumulation of active requests. Role ...
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 ...
API Documentation
API Documentation The ServiceDesk Plus MSP Cloud API allows you to perform all the operations that you do with our web client. ServiceDesk Plus MSP Cloud API is built using REST principles which ensures predictable URLs that make writing applications ...
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 ...