User's Guide

From subscription to ticket management,
all the basic information you need to get started with Deskero.

Access

Different ways to access and type of user

There are four ways to access Deskero, depending on the type of user:

- Public portal: the clients of our subscribers can take advantage of some Deskero features without being registered, like consult the knowledge base and insert a ticket.

Public portal

This feature is customizable:

Go into Settings.

Click on Global Settings in Customize tab.

Global settings

If you want to let unregistered customers to insert ticket, flag the question: Do you want to make it possible to insert a ticket without registering?

If you want your knowledge base be public, flag the question: Do you want to make it possible to browse the knowledge base without registering?

Hit Confirm at the end of the page.

Customers portal options

- Customer: registered users have their own personal area where they can consult the knowledge base, propose new content, insert and respond to tickets, see the history of your requests.

- Agent: every customer care agent has a reserved area on Deskero where he can access to all the features of the software (depending on the plan you’re paying for). Agents handle tickets, use the social monitor, the chat, the dashboard, the client records.

- Administrator: the administrator has access to the configurations of the system and all the analytics.

- Internal Agents: the Power plan includes free access to internal agents (administrative staff, coordinators, other staff members ...), who supervise the work and help other agents to solve the requests. They can edit a ticket, add attachment in a ticket, insert notes in a ticket, access to reports, access to knowledge base, chat with agents.

Sign up as a registered user

Go on support.deskero.com.

Click on Are you a registered user? Sign in button, it is located in the upper right.

Sign in button

Click on Not yet a user? Sign up! Button.

User signup form

Sign up with your email

Insert Email, Password, Your Name and Company.

Sign up with a social network

Choose which social network you want to use to sign up.

Click on Facebook Connect, Twitter Connect or Google Connect button.

Authorize the app, follow the authentication flow and then you will be logged in Deskero.

Sign in as a registered user

Go on support.deskero.com.

Click on Are you a registered user? Sign in button, it is located in the upper right.

Sign in button

Login form

Sign in with your email

Insert email and password you choose when you signed up.

Click on Sign in green button.

Sign in with a social network

Click on Facebook Connect, Twitter Connect or Google Connect button.

Follow the authentication flow and then you will be logged in Deskero.

Invite a new agent

Choose Invite a new agent under the Agents tab.

Invite a new agent

Insert new agent full name, email.

Flag with admin permission if you want him to have admin permission.

Flag as internal agent if you are a Power Plan subscriber and you need an internal agent.
Internal agents supervise the work and help other agents to solve the requests. They can edit a ticket, add attachment in a ticket, insert notes in a ticket, access to reports, access to knowledge base, chat with agents.

Agent invite

Click Confirm.

Sign in as agent

Agents must be invited by the administrator.

Go on support.deskero.com/login.

Login as agent

Sign up with your email

Insert email and password.

Click on Sign in green button.

Sign up with a social network

Click on Facebook Connect, Twitter Connect or Google Connect button.

Follow the authentication flow and then you will be logged in Deskero.

Chiudi