How you configure your account depends on your company’s particular needs. This can take as little as 15 minutes, or considerably more if your needs are more complex.

Start with your desired process

Do you have your target process in mind? If not, please take a few minutes to design it (see this article for a framework you can use).

Review your (predefined) account  

Your account comes with a default configuration and can be used without further modification. However, you’ll probably need to customize some parts. Here is a quick checklist:

  • Are the assigned rights appropriate for your groups of users?
  • Do you need to send tickets to suppliers (external subcontractors)?
  • Do you want to modify the pre-configured category tree?
  • Do you want Proxyclick to notify you or your colleagues when an event occurs (e.g., a ticket is requested, a ticket is executed by a specific supplier, etc.)?
  • Do you need extra fields to be displayed on the ticket form?

 

Create/invite users

See how to create/invite colleagues on Proxyclick.

Remember: please do not hesitate to contact us if you need extra help!

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