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User guide

Every menu, every screen, documented.

For each screen we answer the same questions — what it is, why it exists, how to use it, who it is for, and what business problem it solves.

Signing in and the staff workspace

Where staff log in, what they land on, and how the workspace is laid out.

What is it?

The staff workspace is reached at /staff/login and is separate from the customer portal. It opens on your dashboard, with the queue navigation on the left, your ticket list in the centre and the customer context on the right of any open ticket.

Why does it exist?

Separating staff and customer sign-in keeps the two experiences honest: customers never see staff screens, and a customer account can never accidentally be granted staff visibility.

How does it work?

1 Go to /staff/login and sign in with your work email address.
2 Complete two-factor authentication if your administrator has required it.
3 You land on the dashboard: your tickets, unassigned work in your departments, and anything overdue or escalated.
4 The left navigation holds Dashboard, Tickets, My Queue, Live Chats, Reports, Team and QA — plus Admin if you have the role.
5 Sign out from the account menu; sessions also expire after the idle timeout your administrator has set.
WHO USES IT
Support staff Team leads
WHAT MANAGEMENT ACHIEVES
One place staff start their day, with no risk of customer-facing screens exposing internal data.

In practice

A new agent is shown the workspace once on their first morning and does not need to be shown it again.
See this screen in the real software: Open the live demo →