First of all, let us start out by just saying . . .
. . . you're awesome.
No, really. This isn't like a "You-have-to-say-I-love-you-'cause-you're-my-mom" kind of compliment. We really mean it. You decided to give ITBOOST a chance, which makes you awesome. Totally awesome.
And now, we're going to try to let you understand ITBOOST so you can become even more awesome. --or, awesomer.
Any time you see an underlined entry below, that's a direct link to a step-by-step walkthrough help article which should guide you through what you need to know and do so that you can get the most out of ITBOOST.
So, let's get started!
Now, let's make ITBOOST a little more "homey".
a. To start, you can add your Company Logo.
b. Next, change your avatar to something of ours, or even something of yours!
2. Roles and Permissions
Next, let's create some roles and permissions to decide who should have access to what.
3. Create/Invite Users
It's not much of a system without people to make things happen! So, let's start creating user accounts and inviting them to sign in.
4. Create Custom Templates
Need a template with fairly standard information fields? There's a good chance we already have one built-out to be pretty close to what you need. If it doesn't quite hit the mark, you can always edit the template to your liking before using.
Can't find ANY of our templates that meet your needs? No problem - just build an entirely new one from scratch!
That's the power of Custom Templates! Check out all our informative-yet-witty articles on the subject:
a. Company Dashboard - Custom Templates
b. Importing Pre-built Custom Templates
c. Custom Template Fields Explained
d. Why Create Custom Templates?
e. How to Create a Custom Template
5. Advanced Settings
Great! Now that we've got the basics out of the way, let's review the Advanced Settings to make sure you're going to get exactly what you want out of ITBOOST.
Make sure you get notified about what you want to know, HOW you want to know it. Check out how to set-up Notifications, and you should be good to go!
Need to learn how to set up your integrations with ITBOOST? Hey, you're in luck!
Check these out!
8. Sync Status
Say, this is pretty easy so far, isn't it?
Want to check the Sync Status of your stuff? We've made it easy!
9. Mapping & Merging
Now, let's get into the really cool stuff! Time to review your Mapping & Merging for both Companies and Tickets. Here's how!
10. Review Master Data Tables
Finally, need to manually enter some data or info? No worries! Check out how to use our Master Data Tables!
Here, you can create data such as:
a. Company Status
b. Company Type
c. Configuration Type
d. Configuration Status
e. Contact Type
f. Contact Relationship
j. Password Type
And there you have it.
Hopefully, all these helpful articles taught you what you need to know and got you ready to get started. If not, there's always that neat little talk bubble here on the bottom-right corner. Click that, and one of our team members will be right there to help!
Need some more help? Click here to head back to the knowledgebase for some more handy-dandy tips.