Clients
Add clients, organize them and control what they see.
- Create a client groupGroup clients together so you can manage them — and create tasks for them — as a unit.
- How to create a new clientIn order to create a new client, on the left nav expand Clients and click New Client .
- Import and export clientsExpand Clients in the left nav and click Clients .
- Access Control for agentsVertask helpdesk and ticketing system is built for teams big and small alike.
- Client Request CategoriesClient Request Categories are the categories clients pick from when raising a request in the client self-service portal.
- Client Self-Help PortalThe self-service portal is a client/user dashboard that allows them to see, edit and create requests.
- Clients are not receiving emails or notificationsIn order for clients to receive email notifications and ticket updates, they must be active.
- Edit a client's detailsUpdate the contact information stored for a client.
- Run client reportsExpand Clients in the left nav and click Reports .
- View a client's linked items, tasks, and notesSee everything associated with a client from their record.
- Add or remove clients in a groupManage which clients belong to a group.
- Block or delete a clientStop a client from signing in and submitting requests, or remove them entirely.
- Block spam senders with the Client FirewallThe Client Firewall lets you block people from becoming clients or opening tickets, by email address or domain.
- Client self-service portal temporarily blockedThis is an error from the login screen of the client self-service portal.
- Edit or delete a client groupUpdate a client group's details or remove it entirely.
- How to stop notifications to a clientThere are cases where you may not want to send notifications to your clients.