TMS Ι Tutorial

Tutorial

Getting Started with EarlyTMS

MAIN CONTENTS

Account setup
How to log into ticket management website
New Admin Account Setup
How to manage administrator account profile

Setup before creating users
Creating the ticket template
Creating the user role
Creating the user location

Creating user accounts
Create Site Director
Create Manager
Create Supervisor
Create Agent

Creating customized data set/table

Creating customized ticket template

Optional Setting
Firewall Setting
Monitoring
SMS Chat
Email
Address Verification
Agents bulk upload

Follow this instruction to create customized data sets that suit your business needs.

Creating customized data set/table

1. Click administration
2. Click master data management
3. Click New
4. Enter new custom data name in Master Name
5. Click Save
6. Click View Data
7. Enter 'O' in Value and 'Open" in Display
8. Click add
9. Enter 'C' in Value and 'Closed" in Display
10. Click add
11. Click save