(Internal) Support Dashboard: General How To's

Data on the Support Dashboard tied to the custmer’s Salesforce objects is synced at 10:40pm PST every night.

Support Dashboard

How to create a new team

1. Navigate to the Support Dashboard.
2. Click + New Team in the upper right-hand corner of the page.
3. Fill in the required information, then click Create.

How to set a new team’s email service provider

1. Navigate to the ‘Advanced’ tab for a team on the Support Dashboard.
2. Under the ‘Change Team Domain Mail Agent’, you can select the mail agent for a domain.
• This UI can only be used to set the initial mail agent. To change an incorrectly assigned or existing mail agent, please file an on call ticket. Please find more information on this here: (Internal) Setting & Updating a Team's Domain Mail Agent

How to set a team’s ATS

1. Navigate to the ‘Overview’ tab for a team on the Support Dashboard.
2. Under the ‘ATS Settings’ section, click the dropdown menu.
3. Select an ATS, then click Save.

How to invite users to Gem from the Support Dashboard

1. Navigate to the ‘Users’ tab for a team on the Support Dashboard.
2. Click Invite users to Gem in the upper right-hand corner of the user table.
3. Fill in the required information, then click Send invite.

How to configure product modules

1. Navigate to the ‘Modules’ tab for a team on the Support Dashboard.
2. Under the ‘CRM Package’ section, you can use the dropdown to select a package, and/or you can Hide , Show upsell , or Enable product modules on an individual basis below.
• At the bottom of the page under the ‘Change log’ section, you can click Show to see past changes made.

• Support Dashboard
• How to create a new team
• How to set a new team’s email service provider
• How to set a team’s ATS
• How to invite users to Gem from the Support Dashboard
• How to configure product modules