Customers and support

Your clients, the client portal, tickets and sign-in security.

Using the client portal What you can see and do in your account: order services, pay invoices, answer quotes, change or cancel a service, get support and keep your login secure.
Managing clients Find, create and edit clients, give them logins, view the client area as a customer, reset their two-factor sign-in and mark internal accounts.
Support tickets Turn on the built-in help desk, work the ticket queue, reply to customers, keep internal notes and control attachments and notifications.
Departments and email in Set up support departments and custom ticket fields, and turn incoming email into tickets with an IMAP mailbox or a mail-server pipe.
Writing and managing your knowledge base Turn on your own help center, organise categories, write articles in Markdown, publish them and see which ones customers find useful.
Two-factor sign-in How two-factor authentication works for staff and customers, how to require it for staff, and what to do when someone loses their phone.