Enterprise Service Management

Employee Onboarding and Offboarding 15

• Get help with Employee Onboarding - Freshservice Support
• Bulk Employee Onboarding in Freshservice
• Adding Stakeholders to the Onboarding Module
• Building Onboarding Kits
• Creating Onboarding Tickets

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Access controls 9

• Creating a new custom role and its significance in Freshservice
• Understanding Default Agent Roles in Freshservice
• Troubleshooting contact import issues in Freshservice trial account
• Delegating Approvals to Your Peers
• Setting up Roles & Role-Based Access Controls

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Service Desk Efficiency 11

• Get your finance function up and running on Freshservice in no time!
• Set your sales & marketing teams up for success in Freshservice
• Make the digital workplace a reality with Freshservice!
• Get Started: Onboarding your HR teams on Freshservice
• Streamline legal service management at one place with Freshservice!

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Workspaces 25

• What is a workspace?
• What is a primary workspace?
• What is a ticket type or prefix?
• Workspace Views
• Moving data between workspaces: guidelines and restrictions

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Business Agent License 5

• Business Agent add-on license: Plans and Pricing
• What are the differences between IT agents and Business agents?
• Detailed list of features accessible to business agents
• How to convert an existing IT agent to a business agent or vice-versa?
• How can admins buy business agent licenses?

Document Management 5

• Document Management - Use case library
• Document generation for employee requests
• Embed eSignatures in documents
• How to add assets’ information in generated documents?
• Generating documents using Workflow Automator

Journeys 3

• Get Started
• Agent Portal Experience
• Support Portal Experience