BOSSDesk Documentation
Basic Setup
Overview
User Guide
How Do I
Overview
Add or Remove users from a group
Add a Location
Add an Announcement
Add an Approval board
Add an Extended Status
Add Whitelist Patterns
Add Ignore Patterns
Add Categories
Add Task Types
Add Purchase Item Types
Add Purchase Items
Assign tickets via Round-robin
Configure custom fields
Configure Email Notifications
Configure Email Template
Configure Header and Footer
Configure Purchase Management General Settings
Configure Push Notifications
Configure Outgoing email settings
Configure Postboxes
Configure SMS Notifications
Configure an SLA
Configure Teams
Configure User general settings
Configure User Groups
Configure User roles
Create a Routing rule
Create a new manufacturer
Create a new priority level
Create a saved search
Create a new task
Create a new vendor
Download and Install SiteAgent
Edit Integrations
Edit Account Settings
Manage Tags
Enable IMAP
Enable SMTP
Create a knowledge base category
Watch SiteAgent logs in real time
Write a knowledge base article
Enable Round-robin assignments
Rebrand BOSSDesk
Submit a feature request
Create a service request from the user portal
Create role permissions
Add role permissions to a user
Bulk archive users
Bulk edit users
Create extended status
Bulk edit assets
Mark software as unauthorized
View open service requests as an end user
Setup Monitors
Setup incident management general settings
Send a canned response
configure password reset module
Set up Zapier
Set up Priorities
Set up Incident Management Chat
Set up Ticket Types
Merge Tickets
Clone Tickets
Create Change Workflow
ChatGPT Integration
Non-IT Assets
Add a widget to your dashboard
Add an approver
Configure SAML
Setup an approval board
Setup Satisfaction Surveys
Setup business hours
Setup a Holiday Calendar
Setup a Service Catalog
Setup a Ticket Workflow
API Documentation
API V1
API V2
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Welcome to BOSSDesk
Welcome to BOSSDesk
Overview
First Time Setup
User Guide
How Do I
API V1 Documentation
API V2 Documentation
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