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Getting started with Desk module

Learn how to set up your PeopleForce Desk module

Updated over 2 weeks ago

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:

  1. 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.

  2. 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.

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