Manually create a client account
If client information is not in a format that can be easily imported, you can manually create each client account. The account information must include the client's name, email, and Web Help Desk login credentials.
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Click Clients > New Client.
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Select the Active Account checkbox if this account will be active. Inactive clients cannot log in using the web interface.
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Enter the client's first and last name.
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Enter the client's primary email address and (optionally) a secondary email address.
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Enter a user name that includes up to 255 characters.
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In the Password section, select how the password is set:
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To email the client a link to set the password, select E-mail Client with password reset link.
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To specify a password, select the blank field and enter a password in it.
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(Optional) Enter one or two contact phone numbers.
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Select the Allow E-Mail Updates on Any Ticket checkbox to allow the client to update any ticket using email. Leave this checkbox unchecked to limit the client to tickets that include the client as an email recipient (client or CC recipient).
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Select a ticket approval method:
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Select email if the links will open an email message that can be sent to approve or deny the ticket.
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Select Web Interface if the voting links in a ticket-approval email will be links to the web interface.
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Select the Block WHD E-Mail to Client checkbox if you want to block email intended for this client, regardless of the ticket email settings that are assigned to the client.
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(Optional) In the Notes box, enter additional information that applies to this client.
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(Optional) In the Attachments section, click Add File to add an attachment.
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Select a color to use for the label background. Select White to include no label color.
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From the Company menu, select the company associated with the Web Help Desk client.
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From the Location and Room menus, select the location and room in the company where the client is located.
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In the CAB locations section, select the location where this client can be an approver in a Change Advisory Board (CAB).
If a client is a CAB member and a ticket needs approval at a location not indicated here, the client will be excluded from the CAB for the ticket.
A CAB is a group of approvers who review and vote on requests. A ticket is approved or rejected when all approvers decide to approve or reject a ticket. See Create a CAB for details about setting up a CAB in your deployment. -
From the Department menu, select the department that applies to this client.
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In the CAB Departments section, specify the departments where this client can be an approver in a CAB.
If a client is a CAB member and a ticket needs approval in a department not indicated here, the client will be excluded from the CAB for the ticket.
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(Optional) Enter the client's address, city, state, and zip code.
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Click Save.
If you selected email Client When Account is Created, Web Help Desk sends a confirmation email to the client.