Back to Help Center

Platform

Core operational processes

Platform
User Management

The comprehensive control center for managing all registered users across the platform. View, search, filter, and audit users in a responsive data grid. Assign roles, suspend accounts, trigger password resets, and track user activity — all from a single dashboard with RBAC governance.

Platform
Helpdesk & Support Tickets

The central command center for managing all customer and internal support requests. View, filter, and track every ticket across your organization with real-time SLA monitoring, priority-based triage, and full team visibility.

Platform
Ticket Detail & Management

The comprehensive ticket management workspace where support agents handle the full lifecycle of a support request — from initial response through resolution. Includes real-time messaging, SLA tracking, file attachments, ticket linking, watcher management, internal notes, task creation, and customer feedback.

Platform
Tasks & Boards Management

The project management hub where teams organize work into visual boards. Create custom task boards with color themes, cover images, and icons. Each board contains Kanban columns with drag-and-drop task cards for agile project tracking.

Platform
Helpdesk & Customer Support Center

The frontline operational engagement interface that consolidates customer feedback streams and active ticket resolution into a unified helpdesk dashboard. Provides agents with integrated customer context (orders, reservations, profile) alongside the conversation thread for rapid issue resolution.

Platform
Sub-User Management

Manage administrative sub-users who assist the primary account owner in operating the platform. Create sub-user accounts with specific permission sets, assign module-level access, and maintain a clear separation between primary administrators and delegated operators.

Platform
Reservation Statistics

Visual analytics dashboard showing booking volume, peak hours, utilization rates, cancellation trends, and no-show metrics for reservation management.

Platform
Sales Operations & Commerce Hub

The unified commerce suite managing the complete financial lifecycle: generate professional PDF quotes from product catalogs, convert accepted quotes into immutable orders, and track payments through to completion. Features quote templates, discount management, tax calculations, and payment status tracking.

Platform
Reservations Management

The comprehensive scheduling hub for managing all bookings, appointments, and resource reservations. Features an interactive calendar view, real-time statistics, ICS calendar import, detailed audit logging, and multi-view reservation management with create/edit capabilities.

Platform
Creating a New Support Ticket

The structured submission form where administrators create new support tickets on behalf of customers or for internal use. Captures all essential metadata including title, description, priority, category, customer assignment, agent assignment, and tags.

Platform
Task List View

The tabular, data-grid alternative to the Kanban board for managing tasks within a specific board. Provides sortable columns, inline editing, and a comprehensive overview of all tasks with their metadata in a compact format.

Platform
Team Invitations

The invitation management panel for onboarding new team members. Send email invitations with role pre-assignment, track invitation statuses (Pending, Accepted, Expired), resend or revoke invites, and manage the team growth pipeline.

Platform
Task Import Wizard

A data migration tool with an interactive step-by-step wizard that enables bulk importing of tasks from external sources (CSV files, spreadsheets) directly into Orbitus task boards. Includes column mapping, data validation, and error handling.

Platform
ICS Calendar Import & Subscribe

Import external calendar data via standard .ics files or subscribe to live calendar feeds for automatic synchronization with Google Calendar, Outlook, and Apple Calendar.

Platform
Create & Edit Reservation

The reservation creation and editing form with date/time selection, meeting type, attendee management, notes, and notification preferences.

Platform
Kanban Board View

The interactive Kanban board where team members visualize tasks as cards organized across customizable columns representing workflow stages. Supports drag-and-drop card movement, inline task editing, label management, and real-time column management.

Platform
Reservation Audit Log

Immutable audit trail recording every reservation action — creation, modification, cancellation, and status changes — with user identity, timestamp, and change details.

Platform | Orbitus