Access and Visibility
Creating and Managing Roles in Deepser
SSO Deepser Configuration
SSO Login/Provisioning Configuration – Azure
Sync Account CRM Companies
Visibility management in Deepser
Permission and Visibility Handling
Groups and Rules Definition
End Users Visibility Overview
Entities Portal Visibility
Board
Enable groups to create boards
Creating a FreeForm Board
Creating and customizing a Lane
Advanced Live Board Configuration
Creating and customizing a Lane
Creation and Advanced Configuration of a Lane and Drop Code
Documentation
Creating and Managing Roles in Deepser
SSO Deepser Configuration
SSO Login/Provisioning Configuration – Azure
Sync Account CRM Companies
Visibility management in Deepser
Permission and Visibility Handling
Groups and Rules Definition
End Users Visibility Overview
Entities Portal Visibility
Enabling Worklogs in the User Portal
Worklog Global Grid Configuration
Activity Global Grid Advanced Configuration
Enable groups to create boards
Creating a FreeForm Board
Creating and customizing a Lane
Advanced Live Board Configuration
Creating and customizing a Lane
Creation and Advanced Configuration of a Lane and Drop Code
Enabling the Chat on Portals
Chat Rooms and Moderators
Configure a Public Chat Widget
Enable CMDB in the User Portal
User Portal CMDB Grid Configuration
Advanced Configuration of CMDB Grids
Creating an account in the CRM
Creating a contact in the CRM
Creating an opportunity in the CRM
Sync Contacts and Accounts
Mass Action Configuration
Grid Creation and Cloning
Advanced Collection Configuration
Grids Render and Options Configuration
Grids Custom Options Configurations
Grids Renderer Tooltip Example
Grids Renderer Link Example
Grids System Configuration
FormTemplates Structure and Buttons
Form Template Selection and Creation
Form Template Configuration
Form Template Structure Configuration
Formtemplates Fieldset Configuration
Formtemplates Buttons Configuration
Formtemplates Field Configuration
Advanced Form Template Rules
Custom Button Configuration
Buttons Conditional Hiding
Managing Tickets in The User Portal
User Portal Additional Features
Configuring Portal Groups
Configuring Portal Requests
Configuring Service Operations in the User Portal
Enabling Other Modules in the User Portal
Enabling Other Modules in the User Portal Grid
Enabling the Guest Portal
Guest Portal Visibility Configuration Overview
Enabling Service Types on the Guest Portal
Adding a Portal Group in the Guest Portal
Adding a Portal Request in the Guest Portal
Editing Form Templates in the Guest Portal
Enabling Categories in the Guest Portal
Enabling Notifications for Guest Users
Knowledge Base in the Guest Portal
Module Creator - Creating a custom module
Email Integration in Service Management
Enable Embedded Images on Message Body
Configuring an Outgoing Mailbox
Configuring an Incoming Mailbox
OAuth Client for Email Integration
Email Loop Management Tool
Google Oauth Configuration
Advanced Email Rule Configuration
Avoid Duplicate Tickets By Email
Managing additional Email recipients
Enabling / Disabling an Email Event
Custom Email Events Creation
Custom Email Events Configuration
Attach Report to Email Notification
Email Template Configuration
New operation notification template for Requester User
Configuring Escalation Rules
Configure an escalation rule that modifies entity.
Escalation rule that sends an email notification
Create an escalation rule that is based on a metric
Configure an escalation rule that generates other entities
Import Basic Data Binding
Import Before Run Tutorial
Import Before Row Tutorial
Import Binding The Unique Field “Code”
Import Binding the Type Value
Import Binding the Dates Values
Import Binding a Company, creating the record if it doesn’t exist
ITAM Automatic Scan Configuration and Usage
Reading the Knowledge Base
Knowledge Base in Service Operations
Article Configuration in Knowledge Base
Knowledge Base Configuration
Knowledge Base Standard Filters
Knowledge Base Advanced Filters
List Values and Model Visibility
Use a list as the basis of a custom field
Password System Configuration
Enabling Password Manager Portal
Custom Deeppassword fields
Using a Relation Grid field
Modifying relation using a custom event.
Introduction to Services in Deepser
Creating a Service Operation
Adding Comments, Activities, Attachments and Tasks to Operations
Service Operation Main Fields
Service Operation Additional Fields
Service Operation Activities, Relations, Email and SLAs
Configuring Routing Rules
Advanced Routing Configuration
Form configuration of task types
Task Global Grid Configuration
Task Global Grid Advanced Configuration
Portal Approval Structure
Backend Approval Structure
Custom Field - Element Type Simple
Custom Field - Element Type Advanced
Internal Calendar Configuration
Calendar Configuration Example
External Calendar Configuration
External Calendar - Google Calendar Configuration Example
External Calendar – Outlook Calendar Configuration Example
Contract and Contract Line
Contracts and Contract Lines - General Overview
Associate a Contract / Line with other entities
Contracts and Escalation Rules
Catalog and Price List Overview
CRM
Creating an account in the CRM
Creating a contact in the CRM
Creating an opportunity in the CRM
Sync Contacts and Accounts
LDAP Configuration
Deepser API
SSO Deepser Configuration
Deepser Fundamentals
Mass Action Configuration
Grid Creation and Cloning
Advanced Collection Configuration
Grids Render and Options Configuration
Grids Custom Options Configurations
Grids Renderer Tooltip Example
Grids Renderer Link Example
Grids System Configuration
FormTemplates Structure and Buttons
Form Template Selection and Creation
Form Template Configuration
Form Template Structure Configuration
Formtemplates Fieldset Configuration
Formtemplates Buttons Configuration
Formtemplates Field Configuration
Advanced Form Template Rules
Custom Button Configuration
Buttons Conditional Hiding
Managing Tickets in The User Portal
User Portal Additional Features
Configuring Portal Groups
Configuring Portal Requests
Configuring Service Operations in the User Portal
Enabling Other Modules in the User Portal
Enabling Other Modules in the User Portal Grid
Enabling the Guest Portal
Guest Portal Visibility Configuration Overview
Enabling Service Types on the Guest Portal
Adding a Portal Group in the Guest Portal
Adding a Portal Request in the Guest Portal
Editing Form Templates in the Guest Portal
Enabling Categories in the Guest Portal
Enabling Notifications for Guest Users
Knowledge Base in the Guest Portal
Module Creator - Creating a custom module
SSO Login/Provisioning Configuration – Azure
Email Integration
Email Integration in Service Management
Enable Embedded Images on Message Body
Configuring an Outgoing Mailbox
Configuring an Incoming Mailbox
OAuth Client for Email Integration
Email Loop Management Tool
Google Oauth Configuration
Advanced Email Rule Configuration
Avoid Duplicate Tickets By Email
Managing additional Email recipients
Enabling / Disabling an Email Event
Custom Email Events Creation
Custom Email Events Configuration
Attach Report to Email Notification
Email Template Configuration
New operation notification template for Requester User
Multi Factor
Escalation
Configuring Escalation Rules
Configure an escalation rule that modifies entity.
Escalation rule that sends an email notification
Create an escalation rule that is based on a metric
Configure an escalation rule that generates other entities
Groups
Importing Data
Import Basic Data Binding
Import Before Run Tutorial
Import Before Row Tutorial
Import Binding The Unique Field “Code”
Import Binding the Type Value
Import Binding the Dates Values
Import Binding a Company, creating the record if it doesn’t exist
Groups Creation
IT Asset Management
ITAM Automatic Scan Configuration and Usage