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Self-Service Portal (Part 2)

The TOPdesk Self-Service Portal is the virtual service desk of your organization. Using forms, customers can easily ask questions, register incidents, and make requests. You can communicate with your customers about their calls, and inform them about products and services. In the SSP, customers can use FAQ to solve their own calls immediately, review closed calls or track the progress of active calls. This saves time and effort for both customers and operators. Part II of the Self Service Portal tutorials, contain the following videos:

  • How to Link Forms and Services Part I:

    This video explains how to link a form to a service. To use a form for a particular service in the Self-Service Portal, the form needs to be linked to the service by adding it as ‘a flow’. A flow is a (collection of) form(s) linked to a service, and can be adjusted to support the purpose of the service. For example, if interns are not allowed to book a conference room, you can hide this booking form, so this particular user (group) is unable to use this service.

  • How to Link Forms and Services Part II (example):

    This video gives an example of how a service can be created in the Self Service Portal. In this example, a ‘report a printer malfunction’ form is linked as a flow to the ‘printer services’ service.

  • How to use the Self-Service Portal Designer:

    This video explains how to use the self-service portal designer, for example to create tiles. When your customers use the self-service portal, it might be nice if it looks and feels like the service desk of your organisation. With the self-service portal designer, you can customize the portal by creating tiles, and by using your own pictures, descriptions and colours.

Self-Service Portal Part 3