Frontline Inventory & Help Desk Management

User Portal

The User Portal in Help Desk provides end users with access to the User Dashboard, where they can submit support tickets, track ticket status, communicate with technicians, and access knowledge base articles. Available features may vary based on district configuration and permissions set by the Help Desk administrator.

VIDEO

Check out our related video -  Help Desk User Portal (12:31) - as you review this topic.

Log In Using Single Sign-On (SSO)

If your district uses SSO, follow these steps to access the User Portal:

  1. Navigate to the login URL provided by your district.
  2. Enter your SSO credentials to log in.

Log In Without SSO

If your district does not use SSO, you will receive login credentials via email.

  1. Open the login email and enter the provided URL in your browser.
  2. Enter your Username and Temporary Password.
    Help Desk login screen
  3. Click Log On.

Enter Employee ID (If Prompted)

Depending on district configuration, you may be prompted to enter your employee ID after logging in.

  1. Enter your Employee ID (must match the ID used in Asset Management).
  2. If you do not know your ID, select I do not know my ID.
  3. Click Submit.

Employee ID entry prompt

Reset Password (Non-SSO Only)

Note: Password reset applies only to systems not using SSO.

  1. Select the down arrow next to your name in the top-right corner and choose Profile Settings.
    Profile dropdown menu
  2. Select Change Password.
    Profile settings screen
  3. Enter your Current (temporary) Password.
  4. Enter and confirm a New Password (minimum 8 characters).

Create a Ticket

Use the User Portal to submit a new support ticket for an issue or request.

  1. Log in to Help Desk.
  2. Select a device from your dashboard or click Create Ticket to submit a general request.

User dashboard with device selection

  1. Select a Problem Type.

Problem type selection screen

  1. Select a Priority level (if enabled by your district).

Priority selection options

  1. Enter a Short Description of the issue.
  2. Enter a Detailed Description with as much information as possible.
  3. Click Next.

Ticket details entry screen

  1. Review or update Device Details (if applicable).

Device details screen

  1. Verify the Site and Room.
  2. Confirm or update your Phone Number.

Location and contact information screen

  1. Click Submit to create the ticket.

Review a Ticket

After submitting a ticket, you can view its status and details from the User Dashboard.

  1. Locate your ticket under the "Your Tickets" section.
  2. Select the ticket card to open and review details.

Your Tickets section on dashboard

Add Comments to a Ticket

Use comments to communicate with technicians and provide additional information.

  1. Select Add Comments or use the Discussion tab to enter a message.

Add comments interface

Resolve a Ticket

If your issue is resolved or no longer needed, you can close the ticket.

  1. Click Resolve to close the ticket.

Access the Knowledge Base

The Knowledge Base provides articles and resources to help resolve common issues without submitting a ticket.

  1. Select Knowledge Base from the top of the User Dashboard.

Knowledge Base access link

  1. Use filters or search under the Title column to find relevant topics.

Knowledge base articles list

  1. Select an article name to open and read the content.