First Configuration Checklist

Recommended order

1. Sign in as Administrator.
2. Open Settings and configure Desk name and support email.
3. Configure SMTP and send a test message.
4. Configure the Public Support Form branding.
5. Configure Customer Login branding.
6. Configure the Default Email Signature.
7. Create Employee accounts.
8. Assign Employee permissions.
9. Open Modules and enable the business modules you need.
10. Create Departments and Teams if your workflow uses them.
11. Add Tags, Custom Fields, Canned Replies and Ticket Templates as needed.
12. Configure Business Hours and SLA Policies if response-time management is required.
13. Configure Email Inbox if incoming support email should become tickets/replies.
14. Test the public support form.
15. Test Customer Portal login and a customer-visible ticket conversation.
16. Test an Employee account to confirm navigation and record scope.
17. Open License and confirm the main Desk license is Active.