Getting Started
Tickets
Teamwork Desk Settings
- Setting up an Inbox
- Editing an Inbox Email Signature
- Setting up Your Customer Portal
- Webhooks
- Creating and Editing Canned Responses
- Third Party Forwarding
- Enabling Ticket Time Tracking
- Setting up External Forwarding to an Inbox
- Using Custom Fields on Tickets
- Difference Between Agents and Part-Time Agents
Help Docs
- Help Docs
- Working with the Help Docs Area
- Creating a Help Docs Site
- Viewing and Managing Article Revisions
- Managing Help Docs Settings
- Changing the Appearance of Your Help Docs Site
- Choosing an Authentication Option for Your Help Docs
- Creating a Help Docs Article
- Adding a Custom Domain to Your Help Docs Site
- Managing Help Docs Categories
Reports
People
- People
- Setting Company Permissions for the Customer Portal
- Understanding Companies
- Importing Companies via CSV
- Editing Your Profile Preferences
- Adding a New Company
- Upgrading an Agent to a Site Administrator
- Updating a Customer's Individual Customer Portal Permissions
- Exporting Companies
- Why Can't I Edit the Company on a Customer's Profile?
Advanced
- Adding DNS Records to Verify Your Domain
- Webhooks
- Third Party Forwarding
- Setting up External Forwarding to an Inbox
- Forwarding Emails to Teamwork Desk from Gmail
- Using the Desk API to Integrate with Your Own or Third Party Applications
- Creating an Embeddable Contact Form for Your Site
- Using Your Own SMTP Server to Send Emails
- Importing Tickets
- Teamwork Desk Email Sending Issues
Profile Settings
- Updating Your Notification Settings
- My Profile
- Editing Your Profile Preferences
- Updating Your Timezone
- Enabling Two-factor Authentication for Your Profile
- Changing Your Teamwork Desk Password
- Generating an API Key
- Teamwork Desk Notification Bell
- Teamwork Desk Mobile Push Notifications
- Updating Your Profile Photo
Pricing & Billing
- Subscribing to Teamwork Desk
- Difference Between Agents and Part-Time Agents
- Switching Your Teamwork Desk Plan
- Cancelling Your Teamwork Desk Subscription
- Viewing Your Subscription Invoices and Payments
- Teamwork Desk Offline Billing
- Viewing Your Subscription Summary
- Changing the Email Address for Your Subscription Invoices
- Updating Your Payment Details
- Understanding Pro-Rata Billing