Documentation forService Desk

Setup step 2: Begin initial setup

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Introduction

To utilize Service Desk to maintain a single area of your organization, simply log in.

Dashboard

Account

Global settings

Order of initial setup actions

Action 1: Login

  1. Open Service Desk.

  2. Enter your account email (which is your login ID) and password.

  3. After accessing the Service Desk as an administrator, use the navigation pane on the left. Scroll down to the cog at the bottom and select Setup.

Welcome

Welcome to your Service Desk Setup Home landing page.  You can navigate by using the pane on the left or by clicking a tile on the right.

Action 2: Set up sites and departments, time zone, and default language

  1. Navigate to Setup > Account. There you can see information about your account module of Service Desk and links to the sub-modules.

  2. Navigate to Setup > Account > Organizations & Sites.

  3. Enter time zone and default language.

  4. Set up sites (your organization's physical locations).

  5. Set up departments (the departments within your organization).

It is important to establish the site names you will use before setting up your user accounts in Step 4. If you choose to use provisioning for your setting up user accounts, the site names associated with your user accounts must exactly match the names listed in your sites list. For example, if you have a site named New York City, you could not use NYC in a user account because NYC does not exist in your list of sites.
For more detailed information, see Organization & sites.

Action 3: Set up categories and subcategories

  1. Navigate to Setup > Service Desk > Categories.

  2. Select the appropriate tab:
    • Incident/Service Requests
    • Changes

  3. Click Add category on the right. (To edit, hover over a specific category or subcategory and click the pencil icon. You can also add subcategories to a category by hovering over a category and clicking the + that displays.)

  4. Provide a name, select a default assignee and/or default group assignment from the dropdown lists, and add comma-separated default tags.

  5. Optionally, create an email dropbox.

    An email dropbox can be used to directly route incidents to a specific email address. See Category dropbox emails for more information.

  6. Click Create.

  7. After creation is complete, refresh the Categories index page. The list of categories will automatically re-sort to alphabetical order.

For more detailed information on creating categories and subcategories, see Categories.

Action 4: Set up users

  1. Navigate to Setup > Account.

  2. Click Users & groups to see information about setting up users and groups in Service Desk and links to the sub-modules.

You can choose to set up your users manually, via import from a csv file, or through integration with an Identity as a Service (IDaaS) partner such as Azure, Active Directory Federation Services (ADFS), OKTA, or OneLogin.

If you choose to import from csv or use an IDaaS partner, it is important to perform a cleanup of the IDaaS partner database before importing or integrating.
For more information on each setup method, see Users.

Action 5: Set up roles and permissions

Navigate to Setup > Account > Roles & Permissions.

You can choose to use only the four out-of-the-box roles and their permissions, or you can clone roles to create your own custom roles.

After all of your roles and permissions are in place, you need to assign a role to each of your user accounts.

For more information, see Roles and Permissions.

Action 6: Establish email settings

Navigate to Setup > Account > Email settings.

An email dropbox is set up for your organization after the account is set up.

  1. If your employees already have a company email address they use for submitting incidents, set up a forwarding rule to send those emails to your dropbox.

  2. Navigate to Setup > Account > Email Settings, and add that same email address your employees are using to the reply email address field.

For more detailed information, see Email settings.

Action 7: Set up multiple service providers

Optionally, companies that want to use Service Desk to manage non-IT services, for example HR or Facilities, can create multiple service providers.

For information about using Service Desk to manage non-IT services, see Enterprise Service Management (ESM)

The next step in the setup process

You have created the foundational building blocks for your service desk. Some customers like to use it a while to determine what to set up next. Others like to refine the setup more before they make it available for users. You can decide which features from the list below to implement for your organization.

Service Desk features

Service Desk offers these features that help you provide your end users, agents, and service desk managers what they need when they need it.

Comprehensive capabilities include:

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