SLA24 Documentation

How To Create A Ticket On Behalf Of The Client?

We know some teams need to be able to create a new ticket while on the phone with a client. Hence, we added a way to create a ticket with an admin (or agent) account and assign it to the client. The client will then be able to see the ticket in his dashboard just as if he created it himself.

Creating the client’s WordPress account

create-wordpress-user

  1. Login to your Dashboard as a WordPress administrator
  2. Go to Users → Add New
  3. Create a new user

Create a ticket on behalf of the client

create-ticket-for-client

  1. Login to your Dashboard as a WordPress administrator or Support Agent
  2. Create a new ticket and fill-in all the details
  3. Locate the metabox Stakeholders
  4. Make sure to select the user you previously created as Ticket Creator
  5. Save the ticket

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