How to request Helpdesk Access

Welcome to Convey Desk! Here’s a step-by-step guide to help you request access to the Convey Desk portal. If you already have access and want to request it for a team member, or if you don’t have access yet, this guide will help you out. 

If you don't have Convey Desk portal access, please follow the below steps

Send an email to support@goconvey.com with the below details

• Subject: Helpdesk Access Request
• Description: Please create helpdesk access

Name: 

Email:

Organization: 

If you already have access and would like to request it for your team member, please follow the below steps

1. Navigate to Convey Desk Portal

2. Click on Sign In 

3. Log in with Email and Password

4. Go to Submit a Request
You will be taken to a form that looks like this:

5. Fill in the required fields:

• Business Unit*: Select your business unit from the dropdown. This helps us route your ticket to the right team.
• Case Type*: Choose the type of request:
  • Request Helpdesk Access
• Priority*: Select the level of urgency:
  • P3 - Low
• System Environment*: NA
• Subject*: Helpdesk Access Request

• Description*: Include the below details

  Name: 

  Email:

  Organization: 

• Attachments: Add any attachments (Screenshots, log files etc.,) that will help the team to resolve the issue.
• CC (Optional): Add email addresses of the team member you are requesting the access for so they can be informed with updates on this request.

6. Submit the form

Once all fields are complete, click Submit at the bottom. You will receive a confirmation email with your ticket number.