HelpOperations

Admin: Set Up the Helpdesk

Updated 2026-06-09

Admin: set up the helpdesk

  1. Ensure residents have claimed flats so they can raise tickets (or mark common area on the form).
  2. Open Admin → Helpdesk → Categories & SLA (/admin/helpdesk/settings) to review or add categories, sub-categories, SLA hours, auto-assign staff, business hours, and optional defaulter block.
  3. Register society assets (lifts, pumps) for QR complaint links: /report-asset/<token>.
  4. Add staff roster and vendors at /admin/helpdesk/staff — link each staff member's login email so they see tasks at /staff/helpdesk.
  5. Open Admin → Helpdesk Kanban; committee triage users need helpdesk.triage or committee role → /committee/helpdesk.
  6. Publish a notice: "Report issues via Helpdesk, not personal WhatsApp."
  7. Check Reports (/admin/helpdesk/reports) for category/tower MIS and CSV export before AGM.

Next: Kanban board · Staff & vendors · Staff portal.