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Issuetrak Help Center

  • Release Notes
  • Contact us
  • Home
  • Glossary
  • Getting Started
    • 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
    • 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
    • Implementation
      • Implementation Guidelines
      • How To Get the Most Out of Your Consultation
      • Implementation Agendas
        • Implementation Session 1 Agenda
        • Implementation Session 2 Agenda
        • Implementation Session 3 Agenda
        • Implementation Session 4 Agenda
        • Implementation Session 5 Agenda
        • Implementation Session 6 Agenda
        • Implementation Session 7 Agenda & Beyond
      • Testing Your Issuetrak Site: Best Practices for a Successful Implementation
    • General
      • Getting Started in Issuetrak
      • Term Dictionary
      • The Benefits of Customer Training
      • Ways to Utilize Issuetrak Consulting
      • Site Configuration Foundations
      • Navigating the Issue Lifecycle in Issuetrak
      • About the Features Screen
      • About Entities
      • About Organizations
      • About Departments
      • About Locations and Regions
      • 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
      • Password Policies
      • Additional Benefits of Locations and Regions
      • About Issue Types and Subtypes
      • Issue Types - A Guide from Planning to Implementation
      • Configuration and Customization of Issue Submission
      • About Issue Forms
      • About Issue Responsibilities
      • About Issue Templates
      • About Priorities
      • Incoming Email Overview
      • Issue Notifications
      • Visibility Controls Best Practices
      • About Tasks
      • About Causes
      • HTML Enhancement Options
      • Rich Text Editor Limitations for Copying and Pasting
      • Best Practices - Using the Knowledge Base to Document Administration Tasks
      • How to Install Issuetrak on Your Desktop
      • Total / Adjusted Time Open
      • About Embedded HTML
      • Licensing FAQs
  • 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
      • 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
      • 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 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
      • About Admin Auditing
      • 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
  • 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

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

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