Solutions
Edit, Print, or Delete Solution
Edit Solution On the list view or template view, click beside a solution and select Edit. Alternatively, click . On the solution details page, click Edit on the toolbar. Print Solution On the list view or template view, click . On the solution ...
Approve or Reject Solution
Technicians with solution approval permissions can review the solutions submitted for approval and approve/reject them. After a solution is submitted for approval, an email notification will be sent. Technicians can use the link in the email to ...
Solution Actions
Role required: SDAdmin, Technician Share Solution You can share solutions to limit their accessibility to specific technician groups. Technicians with required permissions can either share solution articles individually or limit the topics/sub-topics ...
Solution Topics
The solution articles are organized by topics and sub-topics, thereby listing a table of contents on the list view page for easy navigation. To browse solutions by topic, go to the left pane on the solution list view. Click on a topic to view the ...
View Solution Details
Role Required: SDAdmin, Technicians with View Solutions permission Customer-restricted technicians can only view solutions that have been shared with the them or the technician group they belong to within the specific customer. For a requester to ...
Solutions Template View
Template View displays the solution articles as an extensive list. The crucial information such as solution title, status, accessibility, likes, and dislikes are displayed as fixed columns, while further basic information can be viewed under the ...
Solutions List View
The solutions list view is a tabular, compact view that displays solutions articles. By default, solutions are displayed in the list view. Role Required: SDAdmin, Users with View Solutions permission. Customer Filter Use the customer filter in the ...
Create Solution
You can create solutions to tackle frequently raised incidents and track them from the Solutions tab. Role Required: SDAdmin, Technicians with Add Solutions permissions. The solutions can also be added to the Self-Service Portal to help end users ...
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 ...
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 ...