1. Create a maintainer access to the CM portal - The creation is performed at Try CM [1]. Overview of a maintainer account's functions is described in the section Access roles >> Maintainer [2].
2. Initial settings of CM portal - will be prompted automatically after login to the CM Portal. Read more about initial settings in the section CM Portal >> Initial settings of CM portal [3].
3. Adjust Helpdesk - description of Helpdesk settings is in the section Helpdesk Customer Desk [4]. Contact us for optimal configuration in your company, the presentation regarding (not just) Helpdesk in CM, will be of your benefit.
4. Create first company (customer) in the CM portal - read more about creating a company (customer) in the section Creation of customer [5].
5. Create operator accounts and access for customers - procedure of creation of an operator account is described in the section Operators and groups [6] and creation of a customer account is described in the section Customer account [7]
6. If you´re going to use technical functions of CM, install the C-Monitor clients (for Win, OS X, Linux/FreeBSD) – procedure for installation of clients to computers, as well as supported OS versions are described in sections C-Monitor Windows client [8], C-Monitor Linux client [9] and C-Monitor (Mac) OS X client [10]
Procedures of the settings and descriptions of other functions are listed in other articles of How CM works [11].
Links
[1] https://customermonitor.co/i-am-interested-cm/try-cm
[2] https://customermonitor.co/how-cm-works-0/components-and-architecture-cm/cm-server-cm-portal/roles-access-cm-portal-and-0
[3] https://customermonitor.co/how-cm-works-0/components-and-architecture-cm/cm-server-cm-portal/cm-server-installation/initial
[4] https://customermonitor.co/how-cm-works-0/helpdesk-customer-desk
[5] https://customermonitor.co/how-cm-works-0/components-and-architecture-cm/cm-server-cm-portal/creation-customer
[6] https://customermonitor.co/how-cm-works-0/components-and-architecture-cm/cm-server-cm-portal/roles-access-cm-portal-and-1
[7] https://customermonitor.co/how-cm-works-0/components-and-architecture-cm/cm-server-cm-portal/roles-access-cm-portal-and-2
[8] https://customermonitor.co/how-cm-works-0/components-and-architecture-cm/c-monitor-windows-client
[9] https://customermonitor.co/how-cm-works-0/components-and-architecture-cm/c-monitor-linux-client
[10] https://customermonitor.co/how-cm-works-0/components-and-architecture-cm/c-monitor-mac-os-x-client
[11] https://customermonitor.co/how-cm-works-0