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You may include electronic documents as attachments in user records if Attachments have been enabled on your site.
If you need assistance enabling Attachments on your site, please refer to the Attachments section in About the Features Sc...
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Last Updated: 06/17/2025
in Integrations and Add-Ons Chat
Chat Agents are the individuals you have set up to handle Chat conversations within your Chat Widget . This article will provide a walkthrough of adding new Chat Agents.
Steps
Launch the Chat Admin Portal .
Click on Setti...
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Data Transfer Objects
The Issuetrak API uses the concept of Data Transfer Objects (DTOs) to represent the serialized input to API operation endpoints for API methods that use the POST and PUT HTTP verbs and to represent the serialized output fr...
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Last Updated: 06/17/2025
in Integrations and Add-Ons Chat
Part 1: Get the Widget ID
To enable Chat you first need to obtain the Widget ID directly from the Chat Admin Portal .
Steps:
Launch the Chat Admin Portal .
Log in to the Admin Portal with your credentials.
Click...
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Service Level Agreements define the quality of service that specific organizations, groups, and / or assets should receive. Each agreement includes its own Default Severity , as well as a Start and End Date . It may also have list of Subscriber...
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The fourth step in the Service Level Agreement setup is creating terms for Service Levels established in the previous step. Compliance with your Terms is calculated (and re-calculated if relevant Terms change) from the date and time an SLA...
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The third step in the Service Level Agreement setup is creating Service Levels . Service Levels establish the quality of service categories (e.g. Platinum, Gold, Silver, Bronze) available through an SLA. Only the name of the Service Level is ...
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This article provides steps for completely migrating Issuetrak from one Web server to another.
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Last Updated: 06/17/2025
in Using Issuetrak General
If a user inputs an incorrect password too many times, or has forgotten their password and has subsequently locked their user account, a password reset will be required in order to allow the user to log into Issuetrak again.
As there are multip...
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Last Updated: 06/17/2025
in Trust Center General
What is the GDPR?
The General Data Protection Regulation (GDPR) is a law that was passed by the European Union to go into effect on May 25, 2018. This law is intended to protect the rights of EU citizens (defined as natural persons ) to contro...