Define clients

The Clients tab options define Web Help Desk Client users and how they enter information into the application. When a new client accesses Web Help Desk and is accepted by the system, they are automatically given the access and interaction permissions you defined for each client.

The AD / LDAP Connections option copies and adds client data from Microsoft® Exchange and other mail servers and adds this data to Web Help Desk. Using this feature streamlines the process to help you avoid manually adding all your clients.

See Define client custom fields to define field features such as field name and display order.

See Discover and add Active Directory / LDAP directory connections to discover and import client AD / LDAP information from the client Exchange or LDAP server.