Getting Started with Loopdesk
Welcome to your comprehensive helpdesk solution. This guide will help you set up your account, configure your system, and start managing customer support efficiently.
Quick Start Overview
Initial Setup
Configure your account, departments, and basic settings
Team Setup
Add team members and configure user roles
Start Supporting
Begin handling tickets and helping customers
Initial Setup
Account Configuration
Company Information
Set your company name, logo, and contact details
Business Hours
Configure your support availability and timezone
Email Integration
Connect your support email address
Department Setup
System Configuration
Ticket Priorities
Low, Normal, High, Urgent
Status Categories
Open, Pending, Resolved, Closed
SLA Policies
Response and resolution timeframes
Notification Settings
First Login & User Roles
Your First Login
Access Portal
Navigate to your helpdesk URL
Enter Credentials
Use your admin username and password
Setup Wizard
Complete the guided configuration
Start Using
Begin managing support tickets
Understanding User Roles
Administrator
Full system access
- • Manage all system settings
- • Create and edit user accounts
- • Configure departments and workflows
- • Access all reports and analytics
- • Manage billing and subscriptions
Agent
Support team member
- • Handle assigned tickets
- • Respond to customer inquiries
- • Update ticket status and priority
- • Access knowledge base articles
- • View personal performance reports
Customer
External user
- • Submit support tickets
- • Track ticket progress
- • Reply to agent responses
- • Access customer portal
- • Browse public knowledge base
Security Best Practices
Security Recommendations
Strong Passwords
Use complex passwords with 12+ characters
Two-Factor Authentication
Enable 2FA for additional security
Regular Updates
Keep your system updated with latest patches
Access Control
Limit user permissions to necessary functions only
Data Protection
GDPR Compliance
- • Customer data encryption at rest and in transit
- • Right to data deletion and export
- • Consent management for data processing
- • Data breach notification procedures
- • Regular security audits and assessments
Need Help Getting Started?
Our support team is here to help you set up your helpdesk system and train your team. Don't hesitate to reach out if you need assistance.