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Adding a New Self-Service Record

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1. To add a new self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below in order to add a new self-service record.

4. Then press on the Add button on the right side of the menu in order to add a new self-service record.

5. Here you will have to fill in the required fields in order to add a self-service record.

6. After filling in the fields, you can either press on the: 

  • Back button – this will return you to the list of self-service records.
  • Save & exit button – this will create a record based on the completed form and return you to the list of self-service records.
  • Save & new button – this will create a record based on the completed form and show a new form to create a new self-service record.

 

 

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