General Settings
Approval Settings
Approval settings allow you to define approval configurations for requests, changes, and releases and automate the approval process. Role Required: SDAdmin Configure Approval Settings Go to Setup > General Settings > Approval Settings. Use the module ...
Cloud Attachment Restriction
Restrict file uploads to the application from specific cloud services. Role Required: SDAdmin For file upload restriction, go to Setup > General Settings > Cloud Attachments. Uncheck the cloud services that are not allowed to upload files onto the ...
Customize Application Theme
Customize the application theme and font to change the look and feel of the application. Role Required: SDAdmin For theme and font customization, go to Setup > General Settings > Theme Settings. Under this tab, you can also enable your users to ...
Configure Requester Portal
Customize the user interface and functionality of the self-service portal. Users can access the requester portal to log their issues, request services, and view solutions to issues. They can also monitor their requests, approvals assigned to them, ...
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 ...
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 ...