ActionConnectHelpdesk + work management, in one place

The official user manual for agents, administrators, end-users, and ActionConnect platform staff.

For Agents

Work tickets and projects side by side — boards, timelines, sprints, automations, dashboards, reports, search, and time tracking over a single source of truth.

Open the agent guide

For Tenant Admins

Configure your organization — settings, users and roles, authentication and SSO, directory sync, branding, custom fields, SLA policies, and email — without writing code.

Open the admin guide

For End-users

Submit and track support requests, read knowledge-base articles, and sign in with a magic link in your organization's branded portal.

Open the portal guide

Platform Admin Console

ActionConnect staff tooling for provisioning, suspending, and de-provisioning tenants, managing plans, and auditing every action.

Open the console guide

What is ActionConnect?

ActionConnect is a multi-tenant SaaS that combines a helpdesk with a work-management suite that takes the best, most popular ideas from Jira, Asana, and Monday.com. Each customer is an organization (tenant) that is provisioned with its own isolated resources the moment it signs up.

The product is split into distinct surfaces, each documented here:

Surface	Who uses it	Where it lives
Marketing site	Prospective customers	`actionconnect.com`
Tenant app (agents)	Your team — agents and admins	`{your-org}.actionconnect.com`
Customer portal	Your external end-users (contacts)	A per-tenant subdomain or custom domain
Platform admin console	ActionConnect staff only	`admin.actionconnect.com`
Documentation	Everyone	`docs.actionconnect.com` (this site)

NOTE

This manual is not the per-tenant knowledge base. Each organization publishes its own help articles to its own customers; that content lives in your tenant app and portal, not here.

How this manual is organized

The documentation is structured by audience so you can jump straight to the role that matches your work:

Getting Started — concepts everyone should know.
Agents — day-to-day work in the tenant app.
Admins — configuring your organization.
End-users — using the customer portal.
Platform admin console — staff control-plane tooling.

Use the search box (top right) to find anything quickly — the entire manual is locally indexed.