The Setup guide gives Global Admins a clear starting point in deskbird and a step-by-step roadmap to go-live. Instead of exploring the Admin section on your own, the guide walks through the setup tasks that are relevant to your company's subscription, with tips and direct links to the right settings and Help Center articles along the way.
- Who can access the Setup guide
- Open the Setup guide
- Work through the setup steps
- Revisit the guide after setup
- FAQs
1. Who can access the Setup guide
The Setup guide is available to all users with the Global Admin role.
- New companies: During the first 3 months with deskbird, the guide is shown at the top of the Admin section for all Global Admins.
- All companies: Global Admins can open the guide at any time via their profile picture or initials > Setup guide.
💡 If the guide should (or should not) be shown at the top of the Admin section for your company, reach out to your deskbird contact or our support team.
2. Open the Setup guide
There are two ways to open the guide:
- From the Admin section: Go to Admin. If your company joined deskbird within the last 3 months, the Setup guide appears at the top of the page.
- From your profile: Click your profile picture or initials in the bottom-left corner, then select Setup guide.
3. Work through the setup steps
The guide lists the steps needed to get deskbird ready for your employees. Steps are tailored to your company's subscription, so you only see what's relevant to your plan.
Each step includes:
- Contextual tips explaining what to set up and why
- A direct link to the relevant settings in the Admin section
- A link to the corresponding Help Center article for detailed instructions
To complete a step:
- Open the step and read the tips.
- Use the link to go to the relevant settings and complete the configuration.
- Return to the Setup guide and check the box to mark the step as done, or mark it as skipped if it doesn't apply to your company.
Completed steps collapse automatically, so you can focus on what's still remaining.
⚠️ Steps are not marked as done automatically when you change a setting. Check the box manually to keep your progress up to date.
4. Revisit the guide after setup
The Setup guide stays available after all steps are completed. Open it any time via your profile picture or initials > Setup guide.
This is useful to:
- Quickly find and review specific settings later on
- Onboard a new Global Admin with a ready-made overview of the setup
5. FAQs
The guide is only shown at the top of the Admin section for Global Admins in companies that have been using deskbird for less than 3 months. Check the following:
- Your role is Global Admin. Other admin roles don't have access to the guide.
- If your company has been with deskbird for longer than 3 months, open the guide via your profile picture or initials > Setup guide.
The steps are tailored to your company's subscription. Features that aren't part of your plan aren't shown in the guide.
Steps don't update automatically based on your settings. Check the box for the step in the Setup guide to mark it as done.
Yes. Reach out to your deskbird contact or our support team, and we'll adjust whether the guide is shown at the top of the Admin section for your company.