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Issuetrak Help Center

  • Release Notes
  • Contact us
  • Home
  • 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
      • 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
      • Term Dictionary
      • HTML Enhancement Options
      • About Issue Responsibilities
      • Rich Text Editor Limitations for Copying and Pasting
      • Configuration and Customization of Issue Submission
      • Total / Adjusted Time Open
    • 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
      • Multi-factor Authentication
  • Using Issuetrak
    • Best Practices
      • Best Practices - Moving a Workflow to Issuetrak
      • Making Use of the User Administrator
      • How to Use Round Robin
      • Managing Task Groups
      • How to Embed Video
      • Best Practices - Expanding Issuetrak
      • Best Practices - Working with Task and Processes
      • Custom Record Table - When to Use
    • Personalization
      • About Issue Hub
      • My Settings
      • About Bookmarks
      • About Dark Mode
      • Make Issuetrak Your Own
      • My Notifications
    • General
      • About Reports
      • Change Password
      • Submitting Issues
      • Saved Searches
      • 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
      • How to Use Issue Hub
      • Working with the Task Manager
      • Web Accessibility Guidelines
      • Add to Home Screen (A2HS)
    • Automation
      • How to Use Issuetrak Automation
      • How to Use Tasks Groups for Change Management Workflow
      • How to Use Tasks Groups for Employee Onboarding and Offboarding
  • Administering
    • Automation
      • About Workflows
      • About Substatus Rules
      • About Auto Assignment Rules
      • About Automation
    • Cloud-Specific
      • Outgoing Email in the Issuetrak Cloud
      • Cloud Vanity URL Overview
    • General
      • About Solutions
      • About Issue Statuses and Substatuses
      • About Global Issues
      • About the Knowledge Base
      • About the Calendar
      • About Projects
      • About Issue Auditing
      • About Embedded Images
      • About Scheduled Issues
      • About Admin Auditing
      • Issuetrak Release Notes
      • About Classes
      • About Round Robin
      • About the Custom Record Table
      • Activating Rich Text
      • Previous Release Notes
      • Custom Record Table - Usage Notes
      • Service Contracts
      • About Labor Hours
      • About the All Restrictions Screen
    • Incoming Email
      • Managing IEM Mailboxes
      • Blocked Attachments
      • Email Tokens
      • Exclude Text
      • Keywords
      • Viewing the Incoming Email Log
      • Using Google App Passwords with a Gmail IEM Account
      • About Microsoft Office 365 Integration
    • Issue Handling
      • Mass Updates
      • About Issue De-Escalations
      • About Issue Attachments
      • Linking Issues
      • Issue Submission Methods
      • Entered Date vs Submitted Date
    • Reports
      • About Report Writer
      • About the Dashboard
      • Setting Report Writer Defaults
      • Scheduled Reports
      • Dashboard Settings
      • Summary Reports
      • How does Issuetrak define Report Permissions?
    • Service Level Agreements
      • About Service Level Agreements
      • Managing Service Agreements
      • Managing Service Levels
      • Managing Service Terms
      • Managing Severities
    • System Settings
      • Mobile Settings
      • About the System Menu
      • About User Defined Fields
      • Outgoing Email
      • About Optional Fields
      • Hours of Operation
      • License Key
      • 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
    • 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
    • User Management
      • Attachments within User Profiles
      • User Templates
      • User Permissions
      • How to Reset a Password
      • User Administrator Feature
  • Integrations
    • API
      • About the Issuetrak RESTful API
      • Installing the API
      • API Operation Conventions
      • API Operations for APIMETADATA
      • API Operations for Attachments
      • API Operations for Causes
      • API - Encrypting ConnectionStrings
      • API Operations for Classes
      • API Authorization Overview
      • API Operations for Departments
      • API Operations for Issues
      • API - Swagger Overview
      • API Operations for IssueTypes
      • API Operations for IssueSubTypes
      • API Samples Overview
      • API Operations for IssueSubTypes2
      • API Operations for IssueSubTypes3
      • API - Elevating NLog
      • 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
      • Managing Assets
      • Asset Reporting
      • Asset Tables
      • Managing Software
      • Asset Audits
    • 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
    • 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 Azure AD Integration
      • Migrating to Azure AD
      • Troubleshooting the Active Directory Module
      • About Identity Management
      • About OAuth / OpenID Connect
    • Power BI
      • How to Integrate Power BI with Issuetrak
    • Salesforce
      • How to create custom links within SalesForce to display a list of issues from Issuetrak
    • Surveys
      • About the Surveys Module
      • Designing Surveys
      • Survey Reporting
      • Managing Surveys
      • Closing Surveys
    • Webforms
      • About Webforms
      • Issuetrak Webform
      • Webforms Requirements
      • Webform Limitations
    • Zapier
      • Baby Steps: Creating a Simple Zapier Integration
      • Using Zapier with Issuetrak
  • Trust Center
    • General
      • Security in Issuetrak
      • Business Associate Agreement Addendum
      • Data Processing Addendum
      • GDPR Compliance FAQ
      • Subprocessors Used by Issuetrak
      • CCPA FAQ
      • How To Comply with GDPR Information Requests in Issuetrak
      • Network Protocols and Ports for Issuetrak
      • Log4J Vulnerability
      • Firewall Exceptions for Use With Issuetrak's Hosted Service
    • Terms of Service
      • Issuetrak Terms of Service
      • Issuetrak Cloud-Based Application Agreement
      • Issuetrak Software License Terms and Conditions
  • Troubleshooting
    • Full PDF Download
    • Home
    • Administering Issuetrak

    System Settings

    Mobile Settings

    About the System Menu

    About User Defined Fields

    Outgoing Email

    About Optional Fields

    Hours of Operation

    License Key

    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

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