Tutorials

Go from installation to your first support ticket. Follow practical steps to configure your portal, team access, and privacy settings.

Practical guidance

Activate the plugin, publish a separate page with [support_tools_wp], and test the workflow with accounts that have different permissions.
Configure departments, priorities, assignments, collaborators, and saved replies. Review team permissions before opening the portal to customers.
Export settings as JSON before making changes. Validate the import file and test restored settings in a separate environment.
Use the WordPress privacy tools to process personal-data exports and erasure requests. Set retention to match your actual support workflow.
PLUGINFILES UPDATER can manage updates when the product is in its catalog and the installation has the required connection and license.
Keep both file and database backups. A file rollback cannot recover conversations that were deleted or changed in the database.

Activate the plugin, publish a separate page with [support_tools_wp], and test the workflow with accounts that have different permissions.

The live portal uses authenticated accounts. The public homepage and demo do not display real customer tickets.

Configure departments, priorities, assignments, collaborators, and saved replies. Review team permissions before opening the portal to customers.

Export settings as JSON before making changes. Validate the import file and test restored settings in a separate environment.

PLUGINFILES UPDATER can manage updates when the product is in its catalog and the installation has the required connection and license.

Use the WordPress privacy tools to process personal-data exports and erasure requests. Set retention to match your actual support workflow.