Quick Start Guide

Owned by Megan Storie
Last updated: May 16, 2024 by Evn Tomeny [Appfire] (Deactivated)
2 min read

Overview

This article explains how to install and configure HelpDesk+ for Microsoft Teams.

 

 

 

 

 

 

 

Prerequisites

  • Setting up HelpDesk+ requires installing an application on both Microsoft Teams and Jira.

  • A Jira administrator needs to install and configure the Jira application.

 

 

 

Setup

 

1. Install HelpDesk + on Microsoft Teams

  1. Click Apps in the left sidebar in Microsoft Teams.

  2. Type HelpDesk into the app search bar.

  3. Click Add on the HelpDesk+ card that appears.

Microsoft teams with apps selected in the left sidebar

 

 

2. Install HelpDesk+ on Jira

  1. Go to the https://marketplace.atlassian.com/.

  2. Search for HelpDesk+.

  3. Click Try it free.

  4. Click Start free trial.

  5. If you are signed in to more than one Jira account, select the site to install the application.

  6. Once installed, click Manage app.

  7. Click Configure.

Try it for free button on helpdesk plus app page in the marketplace

 

 

3. Create the Application Link

Pro-tip! Open multiple browser windows when configuring the Jira application link. That will help when copying values between screens.

  1. Click Copy to copy the URL for creating the application link.

  2. Click Open link in Jira.

  3. In the upper-right, click Create link.

In older versions of Jira Data center, you will need to paste the URL before you click Create link.

  1. Paste the URL into the Application URL field and leave the selection on Direct application link (Cloud) or Atlassian Product (Data Center).

  2. Click Continue to review the link. Leave the “I am an administrator” box checked and click Continue.

 

 

4. Save the Application Link connection

  1. Return to your HelpDesk+ app tab and click Next

  2. Click Save Connection.

  3. Click Allow to give HelpDesk+ permission to access your Jira instance.

 

 

 

5. Connect Teams to Jira

  1. Click Copy to copy the connect code.

  2. Click Open Teams.

  3. Paste the connect code into the chat with the HelpDesk+ bot.

 

 

 

6. Connect Teams and Jira User Accounts

Each user in your Teams organization will need to complete this step once.

  1. Click Connect Now to connect your individual Teams user account to your Jira user account.

  2. Click Allow to grant the system access to your account.