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Getting StartedHome → Admin Manual
Admin Manual
Everything you need for installation, upgrading, configuration and other advanced issues.
- 1. Email Setup and Troubleshooting
- 1.1. Mailbox Setup - Microsoft / Office 365 Email Configuration
- 1.2. Mailbox Setup - Microsoft Advanced (Self-Managed)
- 1.3. Mailbox Setup - Google G Suite and Gmail Email Configuration
- 1.4. Connecting to a Shared Mailbox In Microsoft 365
- 1.5. Default Send From and Send Outbound Email Via Settings
- 1.6. What Happens When You Migrate to an OAuth-based Mailbox?
- 1.7. Troubleshooting O365 OAuth Mailboxes
- 1.8. Troubleshooting Gmail OAuth Mailboxes
- 1.9. Troubleshooting Custom IMAP Mailboxes
- 1.10. Troubleshooting On-Premise Worker Services
- 1.11. Troublshooting HelpSpot Cloud Worker Services
- 1.12. Handling Large Email File Attachments
- 2. HelpSpot Mobile Apps
- 3. Authentication
- 3.1. Microsoft Entra / Azure SAML Authentication
- 3.2. Google Suite SAML Authentication
- 3.3. Staff LDAP / Active Directory Authentication
- 3.4. Two Factor Authentication (2fa) Support
- 3.5. Black Box Authentication (agent login) with Active Directory
- 3.6. Black Box Authentication (agent login)
- 3.7. Customer Portal LDAP/AD Authentication
- 3.8. Black Box Portal Authentication (customer portal login)
- 3.9. SAML Debugging
- 3.10. SAML User Login Redirects to Portal Instead of Admin Workspace
- 4. System Administration
- 4.1. HelpSpot Command Line Tool
- 4.2. How to Backup HelpSpot
- 4.3. How to Move HelpSpot
- 4.4. Moving HelpSpot 5 Windows Installations
- 4.5. Removing virtual directory in HelpSpot on IIS
- 4.6. Removing /helpspot directory in URL on Windows / Apache
- 4.7. Connecting To A Network File Share For Attachment Storage
- 4.8. Enabling SSL in Apache on Windows
- 4.9. HelpSpot Limits
- 4.10. .env Configuration Options
- 4.11. Retreiving An EML File From A Request
- 5. Customizing HelpSpot
- 5.1. Templates: The Basics
- 5.2. Admin Themes
- 5.3. Portal Privacy Policy and Terms of Service
- 5.4. Supported Languages
- 5.5. Changing HelpSpot's Display Language
- 5.6. Language String Overrides
- 5.7. Populating Customer Information via Links
- 5.8. Category Management
- 5.9. Time Tracking
- 5.10. Formatted Text Syntax (Markdown)
- 5.11. Widget Tab Setup
- 5.12. Email Templates
- 5.13. Email Template Tags Reference
- 5.14. Custom Pages
- 5.15. Filter Color Tags
- 6. HelpSpot AI
- 7. Automated Actions
- 8. Triggers
- 9. Automation Rules
- 10. Secondary Portals
- 11. Custom Fields
- 12. In-depth: Admin Settings
- 12.1. SSN & Credit Card Redaction
- 12.2. Time Tracker
- 12.3. License Information
- 12.4. Maintenance Mode
- 12.5. Status Types
- 12.6. Permission Groups
- 12.7. System
- 12.8. Workers
- 12.9. Date and Time
- 12.10. Business Hours
- 12.11. Email Mailboxes
- 12.12. Email Integration
- 12.13. New Request Loop Protection
- 12.14. Customer Tools
- 12.15. Announcements
- 12.16. Audit Log
- 13. HelpSpot Cloud Administration
- 14. Troubleshooting Guides
- 14.1. Turn On Debugging and Logging In HelpSpot 5
- 14.2. HelpSpot Speed and Performance
- 14.3. Microsoft SQL Server
- 14.4. Microsoft Exchange Server
- 14.5. Missing Microsoft.pem File
- 14.6. MySQL
- 14.7. MySQL - Convert Lowercase Windows Table Names to Mixed Case for Linux/Unix
- 14.8. Microsoft IIS
- 14.9. IIS: WSUS (Windows Server Update Services) And HelpSpot - 500 error
- 14.10. Portal Pages Sometimes Return Blank
- 14.11. Month names are not translated
- 14.12. fPinned Duplicate Column Error
- 14.13. LDAP connections with Self-Signed SSL
- 14.14. Blackbox ADLAD Error on PHP 7.4+
- 15. HelpSpot Hacks
- 15.1. Disable Access Keys and Force SAML Login on the Portal
- 15.2. Disabling CSRF For A URL
- 15.3. Converting Attachments from Database Storage to File System
- 15.4. Changing Custom Field Lengths
- 15.5. Search Request History by Customer Email
- 15.6. Delete SPAM Without Training Filter
- 15.7. Hidden Settings
- 15.8. Redirect HTTP Requests to HTTPS
- 15.9. Trigger-Based Auto-Replies
- 16. Thermostat Integration Guide