A client represents a physical person, a human - not a company, or a site. In the HelpMaster environment, clients are the people that use your helpdesk as a service and/or people who use your HelpMaster system (Staff). They are the people that require or supply the support.
|Client / Staff member|
Each client has a Client ID. This ID is basically a short identification for that client that is used in the logging, retrieving, reporting and actioning of helpdesk jobs. Every client ID in HelpMaster must be unique, that is, clients cannot share client IDs. Client IDs may be manually entered, or automatically generated by HelpMaster. As one of the major HelpMaster entities, clients can be linked to a single site, multiple assets or multiple helpdesk jobs.
HelpMaster has been designed to store a lot of detailed information about clients. Some of the information that can be recorded include :
Many of the fields that contain information about clients can be extended, added or modified via the System Codes administration screen.
Each HelpMaster client has the ability to be marked as a HelpMaster staff member. This is acheived through the "Permissions" tab on the client details screen. A staff member is someone who works at the helpdesk and requires access to HelpMaster.
Further, a staff member ...
Once a client has been marked as a staff member, they need to be linked to at least one skillgroup, and be linked to job and application roles. This is done via the Staff Manager screen.
Creating a new Client
Modifying a Client
Deleting a Client
Linking other entities to a Client
Viewing Helpdesk history for a Client
Automatically generating Client IDs