Helpdesk
Configuration
1. Navigate to the SharePoint Page
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Open the SharePoint page where you want to add the web part.
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Click on the Edit Page option.
2. Add the Web Part
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Click on the + (Add a Web Part) button.
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Select the Helpdesk web part and click Add.
3. Wait for webpart to complete the setup
4. After it loads, Publish the page.
5. It Is ready to use.
6. Select or customize the Category and Sub Category name.
Before users can start submitting requests, the administrator must configure the request categories. These categories define how requests are classified and routed within the system.
To configure categories: Navigate to Admin → Categories from the main dashboard.
The admin can add categories in two ways:
1. Manual Entry
Enter the following details:
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Category
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Sub Category
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Responsible Person Name
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Common Issue
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Priority (Optional)
Click Add to create the category.
2. Bulk Upload
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Click on the dropdown arrow next to the Add button.
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Select Bulk Upload.
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Download the provided Excel template.
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Fill in the required details as per the instructions in the template.
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Upload the completed file to add multiple category entries at once.
Once the categories are successfully configured, users can navigate to Create Requests and start using the Helpdesk Tool to raise support requests.
