Steer by QuickReach Helpdesk
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Company and User Settings
Setting up and managing admin and user accounts, as well as the company profile.
Inviting Users to Steer
Adding users and assigning them user licenses, editor licenses (to access the Process Designer), and/or module-based licenses
Global Access Settings
This is where you can manage your company's subscription to Steer. You can also manage which modules your company can subscribe to: OCR, dynamic data manager, and other upcoming modules.
Managing your Groups
Group Management lets you create different kinds of groups and can set them as the type of user when designing a workflow and record app. This greatly helps for keeping track of the status of a ticket that undergoes multi-level approvals. Assigning actors as approvers in a process step can also be assigned to a group. You can create a group for every department and project, or a group consisting of one person per department in the company. T
Setting Up an Admin Account
Learn how to set up your company account, invite your users, and assign licenses.
Setting Up a Basic Account
How to set up your account as a user. You can change your password and change your personal details
Setting up your Company Profile
Setting up your Company Profile takes only a few minutes. To do this, expand the dropdown menu beside your name and go to Company Profile. In the company profile page, you will find an Edit button at the upper right corner of the Company Profile form. Click this to begin editing the following details in your form: Business Name Industry Alias Currency Country Contact No. Address State/Province Town/City
Managing Personal Details
After successfully creating an account, you can proceed by setting up your personal details. Setting up your personal details takes only a few minutes. To do this, expand the dropdown beside your name and click on My Profile. Edit the form containing the fields for your personal details. Some details in the form are required to be filled up first be
Access Types in Steer
Steer allows you to be as granular as you want to be when when defining what users can and cannot do on the system. Whether you are a small department or an enterprise, Steer lets you be flexible with access while ensuring that your controls are securely in place. This article shows you the different access types that showcases the different kinds of roles and activities that your users can do. The different access types in Steer a
Setting Up Notification Management
Users with Admin account can setup a Notification Management. To get started in creating a notification template, expand the dropdown button beside your profile name and click on Notification Management. From the notification management page, click on Add Notification to start creating a notification template. The Notification Configuration wi
Adding Forms to your Website via the Customer Access Tool
To get started, expand the dropdown beside your username and go to Customer Access Tool under admin management. Then select from the following options of what you need to do: Widget Embed Mobile App (coming soon) E-Comm Catalog (coming soon) Chatbot (coming soon) WIDGET With the use of Widget Tool, it allows you to insert a f