Quick Start Guide for valantic Service Desk

Once you have logged on to the valantic Support Portal, you will be directed to the home page, which lets you access all functions. There you can quickly submit a new request, keep track of your submitted requests, and much more.

This is what you can do on the home page:

A. The following functions are available in the main menu:

• • New Request: Click here to create a new request. Find out more in the knowledge article on “Creating Requests.”
  • My Notifications: Here you can find notifications about changes to the status of your pending requests, etc., or messages mentioning your name. Once read, these notifications are no longer displayed.
  • My Inbox: Here you can find notifications from support employees or instructions that prompt you to take specific actions. You can access such notifications until the respective request is completed.
  • My Requests: Here you can find all service requests you created.
  • All Requests: If authorized, you will find all service requests submitted by your team here. This includes your own requests and requests submitted by the members of your team.
  • My Services: Here you can get an overview of all valantic services that are available for licensing.

B. Quick Start Guide: Quick overview of how to use the service portal.

C. In the user menu, you can find the “My Profile” and “Sign Out” functions.

D. You can use the search function to search for and directly call up a specific service request. Enter a search term or service request ID.

E. Quick access to the main functions “New Request,” “My Requests,” and “My Inbox.”

In the profile settings, you can change individual settings, including language, notification, access, and security settings.

This is how you access the profile settings: In the header bar, click User Menu > My Profile.

A. Change settings such as language, color mode, notification, chat, or absence settings.
B. Change password.
C. Set up two-factor authentication.

The most important functions are described in detail below.

Setting the Time Zone and Language

1. Open the profile settings.
2. Click Edit.
3. Select the appropriate Time zone and a suitable Time format from the respective drop-down menus.
4. Select your desired Language for the interface. valantic provides support in German and English only. If you would still like interface texts to be displayed in a different language, activate Auto translation.
5. Click Save.

Changing Notification Settings

1. Open the profile settings.
2. Click Edit.
3. In the “Notifications” area, select when you wish to receive email notifications from the Send email notifications drop-down menu. You can choose between “Always,” “Only when I am offline,” and “Never.”
4. If you would like to receive pop-up messages for notifications, select when a pop-up is to be displayed from the drop-down menu. You can choose between “Always,” “Only for important notifications” (e.g., when something is assigned to you or you are mentioned), and “Never.”
5. Click Save.

Changing the Password

1. Open the profile settings.
2. To change your known password, click Change Xurrent password.
3. Enter your current password in the Current password field.
4. Enter you new password in the Enter new password and Confirm new password fields.
5. Click Save.

Setting up Two-Factor Authentication

1. Open the profile settings.
2. To set up two-factor authentication for your account, click Set up 2FA in Xurrent.
3. If you have a security key, click the Register a security key button.
   You will be asked to log on again and to enter the security key.
4. To activate two-factor authentication with a link, click the Configure with authentication app button.
   You will receive a confirmation email that details the next steps.

For security reasons, sign out once you have completed your work in the valantic Support Portal.

Click Sign Out in the user menu.

You will be signed out and redirected to the logon page.