Getting Started

The rest of this book is organized into a series of guides depending on your role. You should be familiar with the concepts before proceeding.

Administrators

Skip to the Guide for Administrators if you would like to learn how to:

• Manage workers and groups
• Configure incoming and outgoing mail
• Define custom fields for tracking new information
• Enable plugins for custom functionality
• Change the logo and title of the application
• Manage scheduled tasks
• Add or update a software license
• Run backups to protect your data
• Upgrade to a new version

Group Managers

Skip to the Guide for Group Managers if you’ve been made the manager of a group and you would like to learn how to:

• Manage the group roster
• Create buckets for group organization
• Configure the group’s Virtual Attendant

Workers

Skip to the Guide for Workers if you’re new to the helpdesk and you would like to learn how to:

• Read and respond to email conversations
• Build a watch-list for monitoring activity on content of interest
• Set up custom workspaces to track information you care about
• Configure your own personal Virtual Attendant to notify you by email, SMS, IM, and more
• Find and capture answers with the knowledgebase

Developers

Skip to the Guide for Developers if you are a software developer and you would like to learn how to:

• Create new plugins to extend the functionality of Cerb
• Integrate Cerb with other software

Previous topic:
« Friendly URLs

Next topic:
Guide for Workers »