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Documentation

  • General
  • New Site Setup
  • Dashboard
  • Knowledge Base Articles
  • Reports
  • Tickets
  • Creating A Ticket
  • Ticket Screen
  • Locked Tickets
  • Ticket Owners
  • Settings
  • General Settings
  • Billing/Subscription
  • Departments
  • Categories
  • Authentication
  • Email Settings
  • Manage Users
  • User Sync
  • Import Users

New Site Setup

When you first sign up for your TicketSlate account, there are a few things you might want to do first

First-Time Setup

  • Create a department
    • Add categories to your department
    • Add questions to your categories
  • (optional) Enable SAML authentication
  • Add users
    • Add users manually
    • Enable a user sync method
    • Import users
    • Enable user auto-provisioning with SAML
  • Configure email setting

Customization

  • Brand your help desk with a theme