Set up a secure configuration

Web Help Desk is shipped with a built-in admin account and demo client account, and they are linked by default. As a precaution, it is recommended to create a new client account to link to the admin account in production environments.

Prerequisites

A new client account that will be linked to the admin account should be created. To create a new client account, follow the instructions as shown in the Manually create a client account guide.

Unlink the demo client account as the admin account’s linked client

1. Log into Web Help Desk as “admin”.

   

2. Click the cog icon in the top right corner to access Web Help Desk settings.

   

3. In the left panel, click Techs and then in the resulting drop-down menu click Techs again.

   

4. Select the Joe Admin account.

5. Click the edit icon to start modifying the admin account profile.

   

6. Remove the default demo “client” account as the linked client account by clicking on the delete icon.

   

7. Click Yes when the pop-up appears to confirm the delete action.

8. Click Save. There should no longer be a linked client account shown in the Linked Client section.

Link a new account as the admin user’s linked client

1. Log into Web Help Desk as “admin”.

   

2. Click the cog icon in the top right corner to access Web Help Desk settings.

   

3. In the left panel, click Techs and then in the resulting drop-down menu click Techs again.

   

4. Select the new admin account.

   

5. Click the edit icon to start modifying the admin account profile.

   

6. In the Linked Client section, fill in the last name and first name of the client account you want to link.

   

7. Click Search and select the client account name to link that client account to the admin account.

   

8. Click Save. The new client account should now be shown as the admin account’s linked client