Skillgroups and Security
Staff can be grouped into Skilgroups, and assigned a security role per skillgroup
System Administration
System administration, configuration and customisation
The System administration options allow administrators to configure all aspects of HelpMaster for operational use. It is recommended that only system adminstrators have access to these functions and have a good understanding of each of the settings in order to maintain the security and integrity of the HelpMaster configuration.
Custom Data
Custom Data allows you to define custom data fields to store information against HelpMaster Entities
System Codes
System codes are used to define settings, pick-lists, groups and more
Classification Hierarchy
Used to classify jobs and knowledge base articles
Templates
Templates are the building blocks of configuration in HelpMaster.
Importing and Exporting
All HelpMaster data is stored in a Microsoft SQL Server Database. Data can be imported, as well as exported.
System Integration
Use System Integration to integrate APIs, Microsoft 365, and Google Workspace with HelpMaster
Control Sets
Use Control Sets to create custom forms and capture data
Licensing and User Management
Licensing and managing HelpMaster Staff and Client users
Registering HelpMaster
Applying a HelpMaster license code
Attachments Administration
Global settings and administration
Entity Items
Use Entity Items to create custom forms and capture data for clients, sites and assets
Business office hours
Set the office hours that your business operates in. This will be used to calculate age, SLA and time tracking
Logon settings
Logon settings allows system administrators to configure AD logon and password complexity settings
Logged on users
Use this screen to manage and control logons to HelpMaster
Named Licenses
Administer named licenses
Terminology
Is it job, ticket, incident, task, work-order, or thing?
Purging Jobs
Permanently delete and remove multiple jobs from your database
Global Email Accounts
Global email accounts can be used by staff members to send email from
Default templates
Default templates can be set for all staff members.
Database Settings
View information about the current database connection and execute custom SQL
General system settings
This screen is only available to HelpMaster system administrators
Working folders
A common network location where files are stored
Client Options
The Client Options tab is used to configure system-wide settings for the Client entity.
Asset Options
Use the Asset options to configure settings used for automatic generation of Asset IDs
Knowledge Base Settings
Configure default knowledge base settings
System Event Log
The System Event Log records all system activity for audit and security purposes
Regular Expressions
Regular Expressions
Regular Expression Library
Regular Expression Library
HelpMaster System User (HM)
The HelpMaster System user (HM) is a built-in user to identify when HelpMaster has automatically taken an action
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