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    • Set up your workspace and integrations

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Set up your workspace and integrations

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Connect the systems your team uses to receive requests and find information. You need the appropriate Skillset access and permission to authorize the external provider.

Connect a provider

  1. Select the workspace and open Set-up.
  2. Open the relevant tab: Ticketing, Communication, Knowledge Base, MDM, or Tools.
  3. Select an available provider and follow its connection prompts.
  4. Complete any required source selection or configuration.
  5. Check the connection status and any initial import or sync results.

Configure ticket fields

Open Set-up → Ticket Fields to configure the fields and options used by your workspace, or import fields from a connected ticketing provider.

Check imported data

  • Open Tickets to view imported requests.
  • Open Knowledge Base to view imported articles.
  • Open Assets to view synchronized device inventory.

A connection can be active while its initial import is still running. Check the import or sync status in Set-up.

For provider-specific setup help, contact [email protected].