Back Office Platform

Getting Started

• What browsers and smartphone operating systems do you support?
• How do I access the administrative Console?

Service Requests

• How do I manage private notes on service requests?
• How do I edit the address / location of a service request?
• How do I manage the public comments on a service request?
• Can I disable public commenting on service requests?
• Self-Service 3rd Party App Management
• Service Request Merging Feature

See all 14 articles

Knowledge Base

• How do I search/view Articles from the Console?
• How do I add Articles to the Knowledge Base?
• What is the CitySourced Knowledge Base?
• Knowledge Base Guide

Analytics & Metrics

• How can I find detailed reports/metrics?

Filters and Saved Views

• Can I filter my list of service requests by sub-request type?
• How can I share my custom views?
• How can I schedule automated reports?
• How do I save a custom view of my data?
• How can I filter the list / map of service requests?

Integrations

• How do I disconnect a service request from a 3rd party integration?
• Does CitySourced work with my existing work order management system (WOM/CRM/AMS/ERP/or 311)?
• Cityworks Staff-to-Citizen Commenting
• If we don't have our own back end system or don't want to integrate, how do we get the reports?

Mapping & GIS

• How do I manage our geofences?
• How is address location provided?
• How do I overlay custom ArcGIS map and feature services?
• What do the colors of the dots on the map indicate?

Messages & Notifications

• Allow Citizen Comments to be Private by Default
• What's the different between private and public issues in the console?
• Can I create an automatic comment response for a specific request type?

Users & Teams

• How do I manage our teams?
• How do I manage our users?
• What are the different 'Security Roles' and privileges?
• How do I login if I don't know or forgot my password?
• How do I change my password?
• How do I reset another user's password?

Workflows

• How do I manage our workflows?

APIs & SDKs

• Do you have an API or any SDKs?