Adding a New Customer
Customer are linked to Companies & can be added by navigating to Admin Menu ---> Customers tab --> Companies & click on New Customer
Fill in all the mandatory fields first name, last name, Email & Company Name & click Add.
NOTE:- Company Name by default is "Not Linked to any Company". So the added user is not linked to Any Company. When User selects the company name from the drop down than user gets linked to that Company.
Adding User/Agent
Adding User or Agent
Navigate to Admin Section --> Users (Team Menu) & click on New User --> Add the User Details & click Add.
Agent receives an email notification for added as Support Agent
Email Notification received by Support Agent
Signup at AzureDesk
Signing up at AzureDesk
Navigate to AzureDesk signup (https://azuredesk.co/Account/Register) page
Enter all the fields
Once the Account is set up user navigates to Display Ticket Page
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