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System Settings
This guide covers all system settings and configuration options available in HelpDesk Pro for administrators.
Overview
System settings control the core functionality and behavior of your HelpDesk Pro installation. These settings affect all users and determine how the system operates.
Accessing System Settings
Navigation
- Log in as Administrator
- Go to Settings → General
- Access different setting categories:
- General Settings
- Branding
- Features
- Email Notifications
- Ticket Fields
- Customization
- System (SMTP, Pusher, Email Piping)
General Settings
Application Configuration
Basic Information
- Application Name: Your helpdesk application name
- Default Language: Default language for the system
- Default Recipient: Default user to receive customer tickets
- Footer Text: Text displayed in the footer
- reCAPTCHA Key: Google reCAPTCHA site key for forms
Logo and Branding
- Upload Company Logo:
- Logo - Main company logo (PNG/JPG, max 2MB)
- White Logo - White version for dark themes (PNG/JPG, max 2MB)
- Favicon - Browser tab icon (PNG/ICO, max 512KB)
Custom CSS
You can add custom CSS for branding and styling. The CSS is saved to public/css/custom.css.
Feature Toggles
Enable or disable various features:
- Chat - Live chat functionality
- FAQ - FAQ management
- Knowledge Base - Knowledge base articles
- Blog - Blog functionality
- Contacts - Contact management
- Organizations - Organization management
- Notes - Notes feature
- Show Login on front page - Display login on public pages
- Email to tickets (piping) - Convert emails to tickets
- Service Page - Service page display
- Show Color Picker - Color picker in forms
- Require Login to Submit Ticket - Force login for ticket submission
- Contact Page - Contact page display
- Terms of Services - Terms of service page
- Privacy Policy - Privacy policy page
- Newsletter - Newsletter functionality
- Enable Registration - Allow user registration
Email Notifications
Configure which email notifications are sent:
- Create ticket by new customer - Notify when new customer creates ticket
- Create ticket from dashboard - Notify when ticket created from dashboard
- Notification for the first comment - Notify on first comment
- User got assigned for a task - Notify when user is assigned to ticket
- Status or priority changes - Notify on status/priority changes
- Create a new user - Notify when new user is created
Ticket Fields
Hide Ticket Fields
Select which ticket fields to hide in the ticket form:
- Department
- Category
- Sub Category
- Ticket Type
- Assigned To
Required Ticket Fields
Select which ticket fields are required in the ticket form:
- Department
- Category
- Sub Category
- Ticket Type
- Assigned To
Email Configuration (SMTP)
SMTP Settings
Configure email sending through SMTP:
- Go to Settings → System → SMTP
- Configure SMTP Settings:
Mail Host: smtp.gmail.com (or your provider) Mail Port: 587 (or 465 for SSL) Mail Username: your-email@domain.com
Mail Password: your-app-password Mail Encryption: TLS (or SSL) Mail From Address: noreply@yourdomain.com Mail From Name: Your Company Support
3. **Test SMTP Connection:**
- Click "Test SMTP" button
- System will test the connection
- Verify configuration is correct
### Common SMTP Providers
#### Gmail
- Host: `smtp.gmail.com`
- Port: `587` (TLS) or `465` (SSL)
- Encryption: `TLS` or `SSL`
- Requires App Password (not regular password)
#### Outlook/Office 365
- Host: `smtp.office365.com`
- Port: `587`
- Encryption: `TLS`
## Pusher Configuration (Real-time Features)
### Pusher Settings
Configure Pusher for real-time features like live chat:
1. **Go to Settings → System → Pusher**
2. **Configure Pusher Settings:**App ID: your-pusher-app-id App Key: your-pusher-app-key App Secret: your-pusher-app-secret App Cluster: us2 (or your region)
3. **Test Pusher Connection:**
- Click "Test Pusher" button
- Verify connection is successful
### Setting Up Pusher
1. Create account at [pusher.com](https://pusher.com)
2. Create a new app in your dashboard
3. Copy the credentials to HelpDesk Pro
4. Test the connection
## Email Piping Configuration
### IMAP Settings
Configure email piping to automatically convert emails to tickets:
1. **Go to Settings → System → Email Piping**
2. **Enable Email Piping** in Features settings
3. **Configure IMAP Settings:**IMAP Host: imap.gmail.com (or your provider) IMAP Port: 993 (for SSL) or 143 (for TLS) IMAP Protocol: imap IMAP Encryption: ssl (or tls) IMAP Username: your-email@domain.com IMAP Password: your-app-password
### Email Piping Features
- Automatically creates tickets from incoming emails
- Links emails to existing customers
- Preserves email content and attachments
- Supports email threading
## Best Practices
### Security
- Use strong passwords for email accounts
- Enable two-factor authentication for email accounts
- Use App Passwords for Gmail/Google accounts
- Keep SMTP credentials secure
### Configuration
- Test SMTP settings before going live
- Test Pusher connection to ensure real-time features work
- Enable email piping only if needed
- Regularly review feature toggles
### Maintenance
- Keep application name and branding up-to-date
- Review email notification settings regularly
- Update custom CSS as needed
- Test email functionality periodically
## Troubleshooting
### SMTP Issues
- Verify host, port, and encryption match your provider
- Check that App Password is used for Gmail
- Ensure firewall allows SMTP connections
- Test with different encryption methods
### Pusher Issues
- Verify all credentials are correct
- Check cluster matches your Pusher app
- Ensure Pusher account is active
- Test connection from Pusher dashboard
### Email Piping Issues
- Verify IMAP is enabled on your email account
- Check IMAP credentials are correct
- Ensure email account allows IMAP access
- Test IMAP connection with email client first
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**System Settings** form the foundation of your HelpDesk Pro installation. Proper configuration ensures optimal performance and functionality. Take time to review and configure these settings according to your organization's needs.