End-user instruction center

Helpdesk — ERPat User Guide

Learn how to use active ERPat modules through role-based instructions, standard operating procedures, field legends, standards, compliance reminders, and step-by-step workflows. Every guide is synchronized from the owning module and versioned whenever its instructions change.

Active modules48
Published guides395
SOPs3
Updated this month395
01Getting StartedBeginner-friendly first steps SOPStandard ProceduresRequired operational workflows AaLegends & FieldsStatus, badge, and field meanings Controls & ComplianceReview points and reminders

End-user guides from active ERPat modules

Showing 13 of 395 synchronized guides.

helpdesk ×
Helpdesk Reference Public

Getting Started & Setup

Enable the Helpdesk module, configure per-pillar toggles, assign RBAC permissions, and navigate the Help Center.

Helpdesk Reference Public

Permissions Reference

Every Helpdesk RBAC permission key — grouped by pillar — with its label, action, level, and what it gates. Filterable.

Helpdesk Reference Public

Developer APIs

The Integration REST API (api/v1/help, read-only, help:read scope) and the End-User API (v1/api/me/tickets read+write, v1/api/me/help-articles read).

Helpdesk Reference Public

Company Handbook

The AkbAI-powered Company Handbook: upload a PDF (or start from a DOLE template), let AI split it into draft sections, review, and publish an employees-only searchable handbook.

Helpdesk How-to Guide Public

ERPat Helpdesk — Module Documentation

ERPat Helpdesk — Module Documentation Interactive, multi-page HTML documentation for the Helpdesk module (Tickets, Knowledge Base, Internal Wiki, Web Pages & Help Center, and the…

Helpdesk Reference Public

Glossary & Legends

Definitions of every Helpdesk term and the full legend of status badges and icons used across the module.

Helpdesk Reference Public

Internal Wiki

Staff-only internal how-to articles and process notes, managed with categories and articles under the Help controller.

Helpdesk Reference Public

Knowledge Base

The public, searchable self-service knowledge base: categories, articles, publishing, anonymous guest access, and CMS-themed public shell.

Helpdesk Overview Public

Overview

What the ERPat Helpdesk module is: a unified support hub uniting Tickets, Knowledge Base, Internal Wiki, Web Pages and the AkbAI Company Handbook.

Helpdesk Reference Public

Tickets: Email & Automation

Email-to-ticket via IMAP, outbound notifications, agent signatures, and the auto-close-inactive-tickets automation.