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.

Skillgroups and Security

Staff can be grouped into Skilgroups, and assigned a security role per skillgroup

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 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


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

Auto assignment algorithm administration

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