Service Desk

Enabling Service Desk

Service Desk ships off. An administrator turns it on once for the organization — here's how, what it switches on, and how to turn it back off.

Service Desk is an opt-in module. Until an administrator enables it, the Service Desk nav item and its settings stay hidden. Turning it on is a single, reversible switch.

Turning it on

  1. Open Settings from the bottom of the left-hand sidebar.
  2. Select Service Desk.
  3. On the Service Desk panel, click Enable Service Desk.
  4. Confirm in the dialog. Enablement is instant — no rebuild or sign-out needed.

You can also enable it straight from the module: clicking Service Desk in the sidebar before it's on shows a short "Service Desk isn't enabled" page with an Enable Service Desk button for administrators. (Members without the settings permission see a note asking them to contact an administrator instead.)

What enabling switches on

Once enabled, the organization gains:

  • The Service Desk module in the sidebar, with its Inbox, Suspended, Requesters, and Companies tabs.
  • The Settings → Service Desk area, where you manage Channel Addresses, Request Forms, Schedules, SLA Policies, and your default business schedule.
  • Ticket fields on work items — a Requester, a separate Customer description, and the Reply to customer / Internal note distinction on comments.
  • Two saved views in the Inbox — All open requests and Unassigned — to triage from on day one.
  • One automation: close tickets that have been Solved for 4 days, emailing the requester when it closes theirs. It's an ordinary automation on the Automate Workflows page — edit the 4-day threshold, add conditions, pause it, or delete it. It runs immediately for a brand-new desk; if you're re-enabling a desk that already has tickets, it arrives paused so you can review it before it touches your backlog. See Time-Based Ticket Automations.

Nothing starts receiving email yet — that begins only after you create a channel address and forward your inbox to it. See Email Channels & Setup.

Turning it off

On the same Settings → Service Desk panel, click Disable Service Desk and confirm. The confirmation now spells out exactly what happens, because disabling does more than hide the module.

Disabling is a safe, reversible switch — your existing tickets, requesters, companies, conversations, and each company's portal settings (its web address, access mode, and branding) are not deleted, so turning Service Desk back on restores everything exactly as it was. While it's off:

  • The Service Desk module is hidden and no new tickets are created — inbound email to your channel addresses stops creating tickets.
  • Your customer support portal goes offline immediately. Customers can't open it or sign in, anyone already signed in is turned away on their next action, and any pending sign-in links stop working. Your internal tickets and company settings are untouched, so re-enabling brings the portal back intact — see Customer Support Portal.