Welcome to the guide for setting up your PeopleForce Desk module. Completing this setup will help you and your team streamline case management, enhance communication.
🪄 To get started, use the Implementation Plan created by the Customer Success team to ensure every step is completed successfully. Download the Implementation Plan at the bottom of this article.
Step 1: Initial setup
Once you log into PeopleForce, follow these steps to personalize the system for your organization:
Create case categories: Set up categories for regular cases to organize and classify the types of issues your team will manage.
Enable Safe Speak: Empower your employees to create fully anonymous complaint, ensuring their concerns are heard and addressed.
Create Safe Speak categories: Set up categories for Safe Speak categories to organize and classify the types of issues your team will manage.
Step 2: Permissions and roles
Set up permissions and roles to ensure your team has appropriate access based on their responsibilities:
Set permissions to manage cases : Configure permissions for each role to ensure that team members have the right level of access and control over regular cases.
Manage access to anonymous complaints: Select employees who will have access to manage Safe Speak complaints.
By following these steps, you will have a fully set-up PeopleForce Desk module ready to manage cases and handle customer support efficiently.