Equiem Tools Training: Helpdesk

Overview 

This session is perfect for new employees, or for anyone who would just like a refresher. Once you have completed the session, please mark the box underneath the video to confirm, this will help us keep track of who in your team still requires training.

Please note, Helpdesk is an optional module so may not be applicable for your site.

This session covers:

• Adding a Helpdesk ticket as an occupier

• Updating a Helpdesk ticket as a Property Manager

• Exporting Helpdesk data to a CSV file

• Managing users & companies

  • Adding occupiers and associated companies

  • Adding a user already registered at another building

  • Adding/editing email recipients

  • Assigning a role to a user

Video Sessions

Adding a help desk ticket as an occupier

Updating a ticket as a Property Manager and exporting data to a CSV file

Managing users & companies