In this article

• Objective

• Steps

  • Configure help options

  • Access help options

• A note on access and visibility

Objective

Equip staff with the ability to self-serve their Coconut product questions by configuring the available help options.

Steps

Configure help options

What is displayed to users when they access Help from the navigation menu depends on the settings that are configured. To configure information displayed in the Help area:

1. From the navigation menu, click Settings

2. Click Support Information

3. Make your settings selections

4. Enter additional details, if desired, in the Internal Help Information text editor

   • NOTE: These details will display following the, How can we help? heading when users click Help from the navigation menu

Access help options

Users can access help options by taking one of the following actions:

1. From the navigation menu, click Help
   
   OR
   ​

2. Click the help icon from the primary action menu

Accessing Help from the navigation menu or the primary action menu displays a flyout with available options

A note on access and visibility

Admin users can edit the details that display when Help is accessed. They can also access Help options.

Managers, staff users, and contact center users can access Help options.