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Issuetrak Help Center

  • Release Notes
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  • Glossary
  • Getting Started
    • Deployment
      • Issuetrak Deployment Fundamentals
      • How to Install Issuetrak Using the Issuetrak Deployment Utility (IDU)
      • How to Install Issuetrak Using the Issuetrak Deployment Manager (IDM)
      • Post-Deployment Configuration
      • About Integrated Security
    • General
      • Password Policies
      • About the Features Screen
      • About Organizations
      • About Departments
      • About Tasks
      • About Locations and Regions
      • About Issue Types and Subtypes
      • About Priorities
      • About Issue Templates
      • Incoming Email Overview
      • Issue Notifications
      • Site Configuration Foundations
      • Visibility Controls Best Practices
      • About Issue Forms
      • About Causes
      • The Benefits of Customer Training
      • Getting Started in Issuetrak
      • Ways to Utilize Issuetrak Consulting
      • Implementation Guidelines
      • How To Get the Most Out of Your Consultation
      • Term Dictionary
      • HTML Enhancement Options
      • About Issue Responsibilities
      • Issue Types - A Guide from Planning to Implementation
      • Rich Text Editor Limitations for Copying and Pasting
      • Configuration and Customization of Issue Submission
      • Best Practices - Using the Knowledge Base to Document Administration Tasks
      • Total / Adjusted Time Open
      • Licensing FAQs
      • Navigating the Issue Lifecycle in Issuetrak
      • About Entities
      • About Embedded HTML
      • Additional Benefits of Locations and Regions
      • How to Install Issuetrak on Your Desktop
    • Pre-Deployment
      • Issuetrak System Requirements
      • IDU Verb Documentation
      • Working with the JSON
      • Introduction to the Issuetrak Deployment Utility (IDU)
      • Introduction to the Issuetrak Deployment Manager (IDM)
      • Issuetrak's Release Pipeline
      • Network Share for Attachments
    • User Management
      • About Users
      • About Groups
      • User Permissions
      • User Templates
      • How to Reset a Password
      • Multi-factor Authentication
      • User Administrator Feature
      • Attachments within User Profiles
    • Implementation
      • Testing Your Issuetrak Site: Best Practices for a Successful Implementation
  • Using Issuetrak
    • Best Practices
      • Best Practices - Moving a Workflow to Issuetrak
      • Managing Task Groups
      • How to Embed Video
      • Best Practices - Expanding Issuetrak
      • Best Practices - Working with Task and Processes
      • Custom Record Table - When to Use
      • Best Practices - Issue Assignments
    • Personalization
      • About the Dashboard
      • How to Use Issue Hub
      • My Settings
      • About Bookmarks
      • About Dark Mode
      • Make Issuetrak Your Own
      • My Notifications
    • General
      • About Reports
      • Change Password
      • Saved Searches
      • Submitting Issues
      • Searching Issues
      • Self-Help Password Reset
      • Logging into Issuetrak
      • How to clear browser cache and storage
      • Issuetrak Navigation
      • About Issuetrak
      • How to reset a locked user account
      • Using Global Issues to Submit Multiple New Issues
      • Custom Productivity Reports
      • About Issue Hub
      • Working with the Task Manager
      • Web Accessibility Guidelines
      • Add to Home Screen (A2HS)
      • Anatomy of an Issue
      • Issue Updates
    • Automation
      • How to Use Tasks Groups for Change Management Workflow
      • How to Use Tasks Groups for Employee Onboarding and Offboarding
  • Administering
    • Automation
      • About Automation
      • About Auto Assignment Rules
      • About Workflows
      • About Substatus Rules
      • How to Use Round Robin with Automation
      • How to Use Issuetrak Automation
      • Time and Event-Based Automations
    • Cloud-Specific
      • Outgoing Email in the Issuetrak Cloud
      • Cloud Vanity URL Overview
    • General
      • About Admin Auditing
      • About Solutions
      • About Issue Statuses and Substatuses
      • About Global Issues
      • About the Knowledge Base
      • About Events
      • About Projects
      • About Issue Auditing
      • About Embedded Images
      • About Scheduled Issues
      • Issuetrak Release Notes
      • About Classes
      • About Round Robin
      • About the Custom Record Table
      • Activating Rich Text
      • Previous Release Notes
      • Service Contracts
      • About Labor Hours
      • About the All Restrictions Screen
      • How to Activate Issuetrak
      • Using SSL with Issuetrak
      • About Note Tokens
      • About Quick Notes
      • About Printing Notes
      • Project Examples and Best Practices
    • Incoming Email
      • About Incoming Email
      • Managing IEM Mailboxes
      • Using Google App Passwords with a Gmail IEM Account
      • About Microsoft Office 365 Integration
      • Viewing the Incoming Email Log
      • Email Tokens
      • Exclude Text
      • Keywords
      • Blocked Attachments
    • Issue Handling
      • Mass Updates
      • About Issue De-Escalations
      • About Issue Attachments
      • Linking Issues
      • Issue Submission Methods
      • Entered Date vs Submitted Date
    • Reports
      • About Custom Reports
      • Setting Report Writer Defaults
      • Scheduled Reports
      • Summary Reports
      • How does Issuetrak define Report Permissions?
    • Service Level Agreements
      • About Service Level Agreements
      • Managing Severities
      • Managing Service Levels
      • Managing Service Terms
      • Managing Service Agreements
    • System Settings
      • Mobile Settings
      • About the System Menu
      • About User Defined Fields
      • Outgoing Email
      • About Optional Fields
      • Hours of Operation
      • About the License Screen
      • Interpreting Admin Auditing Logs
      • System Colors
      • System Defaults
      • About Configuration Items
      • Site Appearance
      • Custom Links
      • Best Practices - Time Zone Adjustment in the Cloud
      • Security
      • About Site IDs
      • Enable Support Access
    • Upgrade & Migration
      • How to Perform an Upgrade Using the Issuetrak Deployment Utility (IDU)
      • Configuring Services and Scheduled Tasks
      • How to Perform an Upgrade Using the Issuetrak Deployment Manager (IDM)
      • Test Site Creation
      • SQL Server Migration
      • Web Server Migration
      • Web and SQL Server Migration
      • Issuetrak License Update Utility
  • Integrations
    • API
      • About the Issuetrak RESTful API (API v1)
      • Installing the API
      • API - Encrypting ConnectionStrings
      • API Authorization Overview
      • API - Swagger Overview
      • API Samples Overview
      • API - Elevating NLog
      • API Operations
        • API Operation Conventions
        • API Operations for APIMETADATA
        • API Operations for Attachments
        • API Operations for Causes
        • API Operations for Classes
        • API Operations for Departments
        • API Operations for Issues
        • API Operations for IssueTypes
        • API Operations for IssueSubTypes
        • API Operations for IssueSubTypes2
        • API Operations for IssueSubTypes3
        • API Operations for IssueSubTypes4
        • API Operations for Locations
        • API Operations for MenuItems
        • API Operations for Notes
        • API Operations for Organizations
        • API Operations for Priorities
        • API Operations for Projects
        • API Operations for ServiceLevels
        • API Operations for ServiceLevelAgreements
        • API Operations for ServiceLevelSeverities
        • API Operations for ServiceLevelTerms
        • API Operations for Substatuses
        • API Operations for TimeZones
        • API Operations for Users
        • API Operations for User Types
        • API Operations for User-Defined Field Types
    • API v2
      • API v2 Overview
    • Asset Management Module
      • About the Asset Management Module
      • Asset Audits
      • Asset Reporting
      • Managing Assets
      • Asset Tables
      • Managing Software
      • About Barcodes
    • Billing Module
      • About the Billing Module
    • Chat
      • About the Chat Add-On
      • How to Enable Chat in Issuetrak
      • How to add a Chat Agent
      • Creating Issues from Chat Transcripts
      • Issuetrak Chat - Enable Emailing Transcripts
      • Configuring Proactive Chat
      • Chat Shortcuts
    • Identity Management
      • About Identity Management
      • About Active Directory (LDAP) Integration
      • Activating Identity Management Integration within Issuetrak
      • Configuring Active Directory (LDAP)
      • Migrating to AD Federation Services
      • Importing Users from Active Directory
      • Preparing to use the Active Directory LDAP Integration
      • Granting permissions to Agents
      • About Active Directory Federation Services (AD FS)
      • Rolling back to AD from AD Federation Services
      • How to Configure Active Directory Single Sign On
      • Preparing AD Federation Services for use with Issuetrak
      • About Microsoft Entra ID Integration
      • Migrating to Microsoft Entra ID
      • Troubleshooting the Active Directory Module
      • About OAuth / OpenID Connect
      • How to Renew a Client Secret
    • Power BI
      • How to Integrate Power BI with Issuetrak
    • Surveys
      • About the Surveys Module
      • Designing Surveys
      • Survey Reporting
      • Managing Surveys
      • Planning Surveys for Various Scenarios
      • Closing Surveys
    • Webforms
      • About Webforms
      • Webforms Requirements
      • Issuetrak Webform
      • Webform Limitations
    • Zapier
      • Baby Steps: Creating a Simple Zapier Integration
      • Using Zapier with Issuetrak
  • Trust Center
    • General
      • Security in Issuetrak
      • GDPR Compliance FAQ
      • Subprocessors Used by Issuetrak
      • CCPA FAQ
      • How To Comply with GDPR Information Requests in Issuetrak
      • Network Protocols and Ports for Issuetrak
      • Firewall Exceptions for Use With Issuetrak's Hosted Service
    • Terms of Service
      • Issuetrak Terms of Service
      • Issuetrak Cloud-Based Application Agreement
      • Business Associate Agreement Addendum
      • Issuetrak Software License Terms and Conditions
      • Data Processing Addendum
      • Webform Design and Implementation Agreement
      • Issuetrak Privacy Policy
      • Mutual Confidentiality Agreement
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