Naverisk

Setup Clients, Users and Groups within Naverisk.

Clients, Users and Groups

Email Integration

Learn all about Naverisk Documents. From where to access them to what each document type is.

Documents

Setup Automation Rules to help automate Service Desk tasks based on incoming Tickets

Automation Rules

View your client's tickets, devices, users and agreements from the clients page

Using the Clients page

Enable and customise HTML Email templates in Naverisk.

Custom HTML Templates

Learn how to minimize and pin objects to the User Interface to improve navigation around Naverisk.

Pinning to Tabs

Use the Naverisk Project Management feature to group together multiple tickets that are related to a single piece of work.

Project Management

Utilise, manage and report on Tickets in Naverisk.

Ticket Management

Learn how to configure, use ticketing and many other features

Naverisk Service Desk

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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