Instance Configurations
Configure Organization Roles
Service requests for new assets or software have to be approved by various stakeholders within a company. To build in such approval processes, ServiceDesk Plus MSP Cloud allows SDAdmin(s) to create and assign organization roles to users. You can ...
Configure Currency
In ServiceDesk Plus MSP Cloud, you will be able to add different currencies which can be used while procuring assets/services. Choose the one you would want to use and add it to the application. Add New Currency To add a new currency, Go to Setup > ...
Configure Departments
There can be various departments in an organization that can be situated in different sites, and each of these departments has a group of employees. In ServiceDesk Plus MSP Cloud, you can add, edit, or delete the various departments of your ...
Configure Leave Types
Leave types is the type of leave taken by the technician, such as sick leave, casual leave, and so on. This is essential while marking leave for the technicians in Scheduler. To configure leave types, Go to Setup > Instance Configurations > Leave ...
Configure Holiday Groups
Bundle holidays into holiday groups and apply them to various sites or technician groups. You can create holidays in each holiday group and also import holidays across holiday groups. Holiday groups are used to calculate request completion time, SLA, ...
Configure Operational Hours
Set the operational hours to define the working hours of your service desk across various sites. Operational hours are used to calculate request completion time, SLA, or time spent by technicians on requests. You can also ensure that critical ...
Configure Sites
Organizations may operate multiple branches worldwide. These branches can be situated in either the same area or different regions. The various branches within a particular region are referred to as Sites in ServiceDesk Plus MSP Cloud. You set up ...
Configure Regions
Organizations may have multiple branches to manage specific activities, which could be situated in different regions. It is essential to centralize the data from all these branches in one location. In ServiceDesk Plus MSP Cloud, you can set up the ...
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 ...
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 ...