This guide will show you how to set up your new Helpdesk Buttons with 4me in as few as 15 minutes.
4me integration requires three main parts:
1) set up an unregistered user as a catchall account as a contact in your PSA
3) configure helpdeskbuttons account.
1) Unregistered User¶
To start you will need to set up a “Catch all” contact for users not already in your system.
Click on the Third Icon and select People
and Click Add user in the top left corner and fill out the Name and email address of the users
You can name the contact whatever you want, but the email address needs to be:
The user you create does not need any roles or team memberships and the Timezone of the user (Preferences -> Timezone) will be the timezone default for tickets that don’t match a customer.
2) Create an Access Token¶
Make sure to do this on an account that has access to all tickets To do this click the user icon in the top right corner and select My Profile:
Next click on Personal Access Tokens
Click New and add a name and permissions to the key as shown:
-Account -> Read Only -Person -> Read Only -Request -> Create, Read, Update
Now click generate. The final screen will show you the key needed for the integration. This cannot be recovered so keep it in a safe place
Anti-Virus and AntiMalware¶
It is not always necessary, but we recommend whitelisting the tier2tickets installation folder (C:\Program Files(x86)\tier2tickets). We regularly submit our code through VirusTotal to make sure we are not getting flagged, but almost all AV/M interactions cause some sort of failure. Webroot in particular can cause issues with screenshots.
This is the list of variables that can be accessed when using the Dispatcher Rules.