Help
Settings and Connections
Companies, Entra, AD, Spiceworks, Warranty, Shipping carriers, Notifications, Access, Jobs - costs stay on Finance.
Lifecycle Settings
Open Settings (gear) on IT or HR. System panes include Companies (companies HR picks, locations, printers, Exchange signature), Connections (Entra, On-prem AD, Spiceworks, Warranty), Access (Accounts and Permissions), Notifications, and Jobs.
Connections
Entra - Microsoft 365 app registration, connect Graph, optional HTTPS CA command. Preferred sign-in lives here.
On-prem AD - LDAPS host, reader credentials in Windows Credential Manager, and the PowerShell to create lifecycle-svc on a DC.
Spiceworks - Cloud Help Desk uses Tickets Anywhere email (inbox + From mailbox via Graph), not a public ticket REST API. Optional API key is only for older on-prem device APIs.
Warranty - Dell TechDirect Client ID and Secret for inventory Sync. See Warranty.
Shipping carriers
Carrier API credentials (USPS, FedEx, UPS), sandbox preference, and label printers live under Settings shipping configuration. See Shipping and labels.
Notifications
Send desk mail through a Microsoft mailbox (Entra OAuth / Mail.Send) or SMTP. From is required - a real From address must be set before mail sends (portal links, return reminders, instance invites, password-due reminders).
Access, Network, Jobs
Access grants staff desk roles and directory groups. Stage desks (User / Device / Quality / Ship) can map to AD groups under Permissions.
Catalog panes such as Network, License, File Share, Printer, Mail Groups, Software, Devices, Configs, and ImmyBot hold items Jobs assign to titles.
Jobs import titles from AD and define the checklist each title generates. Dollar costs are not edited here - define item costs on the Finance desk.