HomeDocs › Support › Ticket Management

Ticket Management

Manage, respond to, and resolve user support tickets from the support dashboard.

Overview

The support ticket system allows users to submit requests for help directly from their account. As a support team member, you have access to the Support Dashboard where you can view all submitted tickets, respond with comments, change ticket statuses, and review any attachments users have included.

Tickets flow through a defined lifecycle from submission to resolution. Your role is to ensure tickets are handled promptly and that users receive clear, helpful responses.

Info
Access the support dashboard from the main navigation: Support › Tickets. This menu item is only visible to users with the Support, Admin, or SuperUser role.

Viewing All Tickets

The ticket list page displays all support tickets in a paginated table. Each row shows key information at a glance:

Column Description
Ticket ID A unique identifier for the ticket (e.g., TKT-00142).
Subject The subject line entered by the user when creating the ticket.
Submitted By The email address of the user who created the ticket.
Status Current status: Open In Progress Resolved Closed
Created The date and time the ticket was submitted.
Last Updated When the ticket was last modified (status change or new comment).

Tickets are sorted by last updated date by default, with the most recently active tickets appearing first. You can click any column header to change the sort order.

Ticket Details

Click on any ticket row to open the full ticket details view. This page shows:

  • Ticket header — Subject, status badge, creation date, and the submitting user's details.
  • Original message — The full description the user provided when creating the ticket.
  • Conversation thread — A chronological list of all comments from both the user and support staff.
  • Attachments panel — Any files the user uploaded with the ticket or subsequent comments.
  • User info sidebar — Quick reference showing the user's account details, subscription status, and role.
Tip
The user info sidebar lets you quickly assess whether a ticket is from a free user or a subscriber, which can help prioritise your response.

Responding to Tickets

To add a response to a ticket:

  1. Open the ticket details page by clicking the ticket in the list.
  2. Scroll to the Add Comment section at the bottom of the conversation thread.
  3. Type your response in the text area. You can use plain text formatting.
  4. Click Submit Comment to post your response.

Your comment will appear in the conversation thread immediately. The user will be able to see your response when they view their ticket from their account. The ticket's "Last Updated" timestamp is automatically refreshed.

Note
All comments are visible to the ticket owner. Ensure your responses are professional, clear, and helpful. There is no internal-only comment feature at this time.

Changing Ticket Status

Tickets move through four statuses during their lifecycle:

Status Meaning When to Use
Open Newly submitted, not yet reviewed Automatically set when a user creates a ticket.
In Progress Being actively worked on by support Set this when you begin investigating or have responded and are awaiting further information.
Resolved The issue has been addressed Set this when you believe the user's issue is resolved. The user can still add comments.
Closed Ticket is finalised Set this when the ticket is fully complete and no further action is needed.

To change a ticket's status, use the Status dropdown on the ticket details page and click Update Status. The status change is recorded in the conversation thread as a system note.

Warning
Closing a ticket does not prevent the user from viewing it, but they will no longer be able to add comments. Only close a ticket when you are confident the issue is fully resolved.

Viewing Attachments

Users can attach files when creating a ticket or adding comments. Attachments appear in the Attachments panel on the ticket details page.

  • Click an attachment filename to download it to your computer.
  • Common file types (PDF, images) can be previewed directly in the browser.
  • Attachments are associated with the specific comment they were uploaded with, so you can see which message each file relates to.
Info
Attachment uploads are limited by file size and type for security. Users can upload PDFs, images (PNG, JPG, GIF), and common document formats (DOCX, XLSX, TXT).

Filtering & Searching

The ticket list provides several ways to find specific tickets quickly:

Status Filter

Use the status filter tabs at the top of the ticket list to show only tickets with a specific status. Click All to return to the full list. The count badge on each tab shows how many tickets are in that status.

Search

The search box allows you to search across ticket subjects, descriptions, and user email addresses. Type your search term and press Enter or click the search icon. Results update immediately.

Sorting

Click any column header to sort the ticket list by that column. Click again to reverse the sort order. The default sort is by Last Updated (newest first), which ensures the most active tickets appear at the top.

Tip
Combine filters for efficient workflows. For example, filter by Open status and sort by Created date to see the oldest unhandled tickets first.