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Why and when to use the Autotask ticket portal:
- Check work in progress
- Review previous tickets, technician notes, invoices
- Access and update the list of the devices (called Configuration Items) and associated documentation we are monitoring and maintaining for you
- Lodge support tickets
- Add new contacts and team members, update your contact details in our system
Where to find it:
- Via itac.technology website Resources menu
- Directly via http://tickets.itac.technology
Who has access:
- Company owners
- Nominated primary contacts
How to set it up:
- You will receive an email from helpdesk@itac.technology with subject “Welcome to the itac.technology Client Portal”, click on the link
- Enter your username. Your username will be your work email address 🙂
- Set a password. You can then save this password to Passportal for optimal security 😉
How to use it:
- For a quick overview of the platform, process for submitting tickets, reviewing old work and other time saving tips, watch this video (less than 10 mins)
Key points from this video
- This is your most convenient place to review all work
- Add new Team Members for your organisation using the Manage / Users menu item
- You can review all completed and active tickets as well as add notes and files to tickets from the Tickets menu item