What's New
Click the link below to check out the Changelog to keep up to date with the latest updates and features.
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Getting Started
First Login
Everything you need to know to get up and running on your first day.
🔐 Logging In

Go to your helpdesk URL and enter the username and password provided by your administrator. If you've never logged in before, check your email for a welcome message with your credentials.

💡
Check Remember me for 30 days on the login screen to stay logged in on your own computer.
🔑 Forgot Your Password?

Click Forgot password? on the login page and enter your email address. You'll receive a reset link valid for 24 hours. If you don't see it, check your spam folder.

🌐 Public Ticket Submission

If your administrator has enabled it, there may be a link on the login page that says Submit an IT request without logging in. This lets anyone submit a support request — no account needed.

Getting Started
Your Profile
Personalise your experience and keep your account secure.
🎨 Choosing a Theme

Ticket Foundry comes with 10 themes. Go to My Profile in the sidebar and click any theme swatch to switch instantly. Your choice is saved to your account — it won't affect anyone else.

Theme Picker — My Profile
🔒 Changing Your Password

Go to My Profile → Change Password. You'll need to enter your current password, then your new one twice. Passwords must be at least 8 characters.

Tickets
The Dashboard
Your main ticket board. See everything at a glance, filter down fast, and take action without leaving the page.
📊 Overview Pills

The numbers at the top give you a quick snapshot of your ticket queue. Each pill is clickable — click one to instantly filter the board to that category.

Overview Pills — click to filter
3
Urgent
7
New
4
In Progress
2
Waiting
18
Completed 7-Day
👆 Click a pill to see the filter apply
🎛️ Filters

Use the filter bar below the overview to narrow down tickets by status, priority, category, or assigned tech. Filters stack — you can combine them. Hit ✕ Clear to reset everything. The search bar searches ticket titles, descriptions, ticket numbers, requester names, and note content.

💡
Use ◆ My Tickets to instantly see only the tickets assigned to you.
📌 Board vs List View

The dashboard defaults to a Kanban board — columns for New, In Progress, Waiting, and Done. Switch to List view for a table layout that's easier to scan when you have lots of tickets. Your preference is remembered.

⚠️ Ticket Aging Indicators

Tickets that haven't been updated in a while show a colored age badge on both the board and list views. A yellow ⚠ badge means the ticket hasn't been touched in a few days. A red 🔴 badge means it's been stale for a week or more. Thresholds are configurable in Settings → Notifications → Ticket Aging Alerts.

☑️ Bulk Actions

In List view, checkboxes appear on the left of each row. Select one or more tickets and a bulk action bar appears at the top — change status, priority, or assigned tech across all selected tickets at once. Use Select All in the header to grab everything on the current page.

🎫 Opening a Ticket

Click any ticket card to open the detail panel. From there you can update the status, change priority, add notes, view attachments, and see the full history.

Ticket Board — click a card to open
New
Printer offline — 3rd floor
Urgent🖨️ Hardware
Can't access shared drive
High🔑 Access
In Progress
Email not syncing on iPhone
Normal📧 Email
Waiting
New laptop setup
Normal💻 Hardware
Done
Password reset — Bob
Low🔑 Access
Tickets
Creating a Ticket
Log a new IT request or issue. The more detail you include, the faster it gets resolved.
➕ New Ticket Button

Click the + New Ticket button at the top of the dashboard. Fill in the form and hit Submit. Your ticket gets a unique number and lands in the queue immediately.

New Ticket Form — interactive demo
💡
Use a Template for common request types — it pre-fills the title, category, and description so you don't have to type the same thing repeatedly.
1
Fill in the requester details
Name and email of the person who has the issue. Start typing a name — if they're in the directory it'll auto-suggest.
2
Write a clear title
Short and specific. "Outlook not opening" is better than "Email problem".
3
Describe the issue in detail
Include what happened, any error messages, and when it started. More detail = faster resolution.
4
Set category and priority
Category helps with reporting and routing. Priority helps techs triage — use Urgent only for things that are genuinely blocking work right now.
5
Add attachments if needed
Screenshots, error logs, photos of hardware — drag and drop or click to upload. Helps a lot for visual issues.
Tickets
Managing a Ticket
Everything you can do once a ticket is open.
🔄 Updating Status

Use the status dropdown in the ticket detail panel to move a ticket through the workflow. Changes save instantly.

Status update — try changing it
Current Status
Change the status above
💬 Notes & Comments

The Notes & Comments section at the bottom of every ticket is where the team communicates about the issue. Click Add Note to leave an update. Notes are timestamped and show your name.

Good notes include: what you tried, what you found, what the next step is, or why you're waiting. This creates a clear history anyone can follow.

ℹ️
Notes are internal by default — only staff can see them. If email notifications are enabled, adding a note will send the requester an update email.
💡
Use the rich text toolbar above the note field to add bold, italic, bullet points, or numbered lists to keep longer notes readable.
🔒 Internal Notes

Check Internal only — don't notify requester before clicking Add Note to log a private note that won't trigger an email to the requester. Useful for internal troubleshooting details, escalation notes, or anything the requester doesn't need to see.

Internal notes are visually marked with a purple indicator so they're easy to spot in the thread.

⚠️
Internal notes are still visible to all staff — they're only hidden from the requester's email notifications, not from other team members.
📎 Attachments

Drag and drop files onto a ticket or use the upload button. Supported formats include images, PDFs, Word docs, spreadsheets, and ZIP files. Your administrator sets the maximum file size.

👤 Assigning Tickets Tech Admin

Use the Assigned To dropdown in the ticket detail to assign or reassign a ticket. The assigned tech will receive an email notification if notifications are enabled.

Tickets
Statuses & Priorities
Understanding how tickets are classified.
StatusMeaning
NewTicket has been submitted and is waiting to be picked up
In ProgressA tech is actively working on it
Waiting on UserTech needs information or action from the requester before continuing
DoneIssue resolved and ticket closed
PriorityWhen to Use
UrgentCompletely blocking work right now — total outage, security incident, nobody can do their job
HighSignificantly impacting productivity but there's a workaround
NormalStandard request — should be addressed in normal queue order
LowMinor inconvenience, nice-to-have, or something that can wait
⚠️
Priority inflation — if everything is Urgent, nothing is. Use Urgent only for genuine emergencies that justify interrupting other work.
Projects
Projects
For larger initiatives that span multiple tickets or tasks over time.
ℹ️
Projects are separate from tickets — use them for things like office moves, system rollouts, or hardware refresh cycles that aren't a single support request.
📁 What's in a Project

Description — what the project is about, with full rich text formatting.

Checklist — individual tasks that can be checked off as you go.

Notes — running commentary and updates from the team.

Attachments — relevant documents, diagrams, or files.

Status — Planning, Active, On Hold, or Complete.

🗓️ Creating a Project
1
Click + New Project
From the Projects page, click the button in the top right.
2
Fill in the details
Give it a clear title, set the status and priority, and write a description of what the project involves.
3
Add checklist items
Break the project into discrete tasks. Check them off as you complete them.
Admin
Settings Admin
System configuration — only visible to administrators.
TabWhat You Configure Here
GeneralCompany name, site URL, timezone, default theme, ticket number format, completed projects window, external ticket submission, version info
OrganizationDepartments, locations, categories, user directory
Users & AccessAdd/edit/disable user accounts, set roles, resend welcome emails
NotificationsWhich events trigger emails, ticket aging alerts, requester status notifications
EmailEmail provider configuration (Mailgun, Postmark, SendGrid, Brevo, SMTP)
TemplatesPre-built ticket templates for common request types
BackupDownload a full SQL database backup or a zip of all uploaded attachments
Admin
Managing Users Admin
Add your team and control what they can do.
RoleWhat They Can Do
AdminFull access to everything — settings, users, all tickets, reports, audit log
Super UserSame as Admin but cannot change system settings or manage other admin accounts
TechCreate and manage tickets, add notes, view reports — cannot access settings
ViewerCan only see and submit their own tickets — no access to other users' tickets
➕ Adding a New User
1
Go to Settings → Users & Access
Click + Add User.
2
Fill in their details
Username, email, and role. The username cannot contain spaces.
3
Send a welcome email
Toggle Send welcome email to have the system email them a password reset link automatically.
💡
Have people in your User Directory (Settings → Organization → User Directory) who need accounts? Use the + Account button next to their name to create an account pre-filled with their details.
Admin
Templates Admin
Speed up ticket creation for common request types.
📄 What Are Templates?

Templates pre-fill the ticket form with a title, description, category, and priority for common request types. Instead of typing the same thing every time someone asks for a password reset or new laptop setup, you pick the template and most of the work is done.

💡
Good candidates for templates: Password Reset, New Employee Setup, Software Install Request, VPN Access, Printer Issue, Hardware Replacement.
➕ Creating a Template
1
Go to Settings → Templates
Click + New Template.
2
Give it a name
Something clear like "Password Reset" or "New Hire Setup". This is what appears in the template picker when creating a ticket.
3
Set the defaults
Category and priority are pre-selected. Add a description that tells whoever fills out the ticket what information to include.
🎫 Using a Template

When creating a new ticket, click Use Template and pick from the list. The form fills in automatically — you can still edit anything before submitting.

Admin
User Directory Admin
A roster of people in your organisation — separate from login accounts.
📒 What's the Directory For?

The User Directory is a list of everyone in your organisation — employees, contractors, whoever might submit IT requests. It's separate from login accounts. Someone can be in the directory without having a Ticket Foundry account.

When creating a ticket, the requester name field auto-suggests from the directory, so you can quickly look up the right person instead of typing their name and email manually every time.

👤 Creating Accounts from the Directory

If a directory entry doesn't have a Ticket Foundry account yet, you'll see a + Account button next to their name. Click it to create an account pre-filled with their details — no need to re-enter their name and email.

💡
Keep the directory up to date as people join and leave. It makes ticket creation faster and keeps your reports accurate.
Admin
Reports Tech Admin
Understand your ticket volume, trends, and team performance.
Report TypeWhat It ShowsHow to Get It
Daily ReportTickets opened, closed, and in progress for todayAuto-emails via cron, or run manually from Reports
7-Day ReportTicket activity over the last 7 days broken down by status and priorityRun manually, or auto-email via cron
30-Day ReportMonthly breakdown by status, priority, and categoryAuto-emails on the 1st, or run manually
Custom ReportFilter by date range, status, priority, category, or assignee — export to PDF or CSVBuild it yourself on the Reports page
Projects ReportStatus of all active and completed projectsProjects tab on the Reports page
ℹ️
Scheduled reports require cron jobs. Daily and monthly reports will only send automatically if your server has the cron jobs configured. See the installation guide for setup instructions. You can always run any report manually from the Reports page.
Admin
Public Submit Form Admin
Let anyone submit a support request without an account.
📝 What It Does

When enabled, a public form is available at /submit.php on your helpdesk URL. Anyone can fill it out without logging in — their request lands directly in the ticket queue tagged as a web form submission.

A link to the form also appears on the login page so people know it's there.

⚙️ Enabling It

Go to Settings → Notifications → External Ticket Submission and toggle Enable public submit form. You can also:

• Restrict submissions to specific email domains (e.g., only @yourcompany.com addresses)

• Configure a custom welcome message shown at the top of the form

• Auto-email the submitter a confirmation with their ticket number

• Notify an admin when a new submission arrives

⚠️
Public submissions default to Normal priority. A tech should review and reprioritise if needed after the ticket lands.
Admin
Audit Log Admin
A complete record of everything that happens in the system.
🔍 What Gets Logged

The Audit Log records every meaningful action taken in Ticket Foundry — who did what and when. You can't delete or edit it. Some examples of what's tracked:

ActionWhat It Records
ticket.createdNew ticket submitted, with ticket number
ticket.updatedStatus, priority, or assignment changes
comment.createdNote added to a ticket
auth.loginSuccessful login, with IP address
auth.logoutUser logged out
auth.failedFailed login attempt
user.createdNew user account added
email.errorEmail notification failed to send
ℹ️
The Audit Log is useful for security reviews, compliance, and diagnosing issues. If something unexpected happened — a ticket was closed prematurely, a user was deleted — the audit log will tell you who did it and when.
Admin
Cron Jobs Admin
Automated scheduled tasks that run in the background.
⏰ What Are Cron Jobs?

Cron jobs are commands your server runs automatically on a schedule — like a scheduled task on Windows or a calendar reminder that triggers a script. Ticket Foundry uses them to send reports automatically.

Without cron jobs configured, scheduled reports will not send on their own — but you can always generate and send any report manually from the Reports page.

JobWhat It DoesSchedule
Daily ReportEmails a daily ticket summary to configured recipientsOnce daily — recommended 7:00 AM
Monthly ReportEmails a monthly summary on the 1st of each month1st of each month
Login ReminderEmails users who were created 7+ days ago but have never logged inOnce daily
💡
Your cron key is shown in Settings → General. You'll need it when setting up the cron commands — see the installation guide for the exact commands and setup instructions for your hosting provider.
Help
Email Notifications
What emails Ticket Foundry sends and when — for everyone.
ℹ️
Email notifications only work if your administrator has configured an email provider in Settings → Email. If you're not receiving emails, ask your admin to check the configuration.
EmailSent ToWhen
Ticket Created Requester When a new ticket is submitted — confirms receipt and includes the ticket number
Status Changed Requester When a ticket's status changes (e.g. New → In Progress, or marked Done)
Ticket Assigned Assigned Tech When a ticket is assigned or reassigned to a tech
Note Added Requester When a tech adds a note to a ticket — includes a preview of the note. Does not send for Internal notes.
Welcome Email New User When a new account is created — includes a link to set their password (valid 24 hours)
Password Reset User When a password reset is requested — link expires in 24 hours
Daily Report Configured recipients Once daily via cron — ticket summary for the day
Monthly Report Configured recipients 1st of each month via cron — full monthly breakdown
Login Reminder New users who haven't logged in 7 days after account creation if the user has never logged in
⚙️ Turning Notifications On or Off Admin

Go to Settings → Notifications to toggle each notification type independently. You can disable any of them without affecting the others.

⚠️
Disabling Ticket Created means requesters won't get a confirmation when they submit. Only disable it if you have another way of acknowledging their request.
🔕 Not Getting Emails?

A few things to check:

1
Check your spam folder
First-time emails from a new sender often land in spam. Mark as "Not Spam" to train your filter.
2
Ask your admin to send a test email
Settings → Email → Send Test Email confirms the configuration is working.
3
Check the Audit Log for email.error entries
Any email that fails to send is logged in the Audit Log with the reason.
Help
Frequently Asked Questions
Common questions and quick answers.
Can I reopen a completed ticket?
Yes — open the ticket and change the status from Done back to New or In Progress. The ticket history is preserved.
Why can't I see other people's tickets?
Your account has the Viewer role, which only shows tickets you submitted. If you need broader access, ask your administrator to change your role to Tech or higher.
I submitted a ticket but I can't find it.
If you're logged in, go to My Tickets in the sidebar — it shows all tickets you submitted. If you submitted via the public form without logging in, you'll need to ask a tech to look it up for you.
Emails aren't sending. What do I check?
Go to Settings → Email and use the Send Test Email button to check your configuration. If it fails, the error message will tell you what's wrong. Common causes: wrong API key, SMTP credentials changed, or your hosting provider is blocking outbound connections. Check the Audit Log for email.error entries for more detail.
How do I change my email address?
Currently email address changes require an administrator to update your account in Settings → Users & Access. You can change your password yourself from My Profile.
Can I delete a ticket?
Yes — open the ticket and click Delete at the bottom of the panel. This is permanent and cannot be undone. The deletion is recorded in the Audit Log. Only admins and superusers can delete tickets.
Why do scheduled reports not send?
Scheduled reports require cron jobs to be configured on your server. Without them, reports won't send automatically — but you can always run them manually from the Reports page. See the installation guide for cron setup instructions, or ask your hosting provider.
What's the difference between a Tech and a Super User?
A Tech can create and manage tickets but can't access Settings. A Super User has the same access as an Admin — they can access all settings and manage users — but cannot change the Admin account or modify other Super User accounts.
Can multiple people be assigned to a ticket?
Currently each ticket has a single assigned tech. For complex issues that need multiple people, use a Project — projects support team assignments and have checklists for distributing tasks.
TICKET FOUNDRY  ·  User Guide  ·  v0.5 Beta  ·  May 2026
📋 Changelog 📖 Install Guide
TF-20260519-00001
Printer offline — 3rd floor
New
Urgent
🖨️ Hardware
— Unassigned —
Sandra Williams
May 19, 2026 9:14 AM
Description
The HP LaserJet on the 3rd floor has been showing offline since this morning. I've tried turning it off and on. Other people on the floor can't print either.
Notes
Mike T. 9:32 AM
Checked the print spooler — it's stuck. Clearing now.
This is a demo — interactions are simulated