> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How Do My Clients Create Tickets

> Learn how my clients can create support tickets for your e-commerce store. Create info when you onboard new clients. Setup for your clients. Check Now!

This article shows store owners and staff how account holders can create a ticket or add delegates to a support ticket. Store owners and staff can use this information as part of their client onboarding process.

* An account holder is a client or sales lead who creates an account on your store.

<Warning>
  Clients and leads must [create a store account](/getting-started/how-to-create-an-upmind-account) before they can create a support ticket.
</Warning>

## Creating a support ticket

1. Log in to the store account.

2. Click the Support menu tab.

<Frame caption="Support tab">
  <img src="https://mintcdn.com/upmind/pcUdSuxUJ6LgBXnd/images/fb/a3bd0bda2ce2b58e.png?fit=max&auto=format&n=pcUdSuxUJ6LgBXnd&q=85&s=a437052376292c0c4615b9d29c3b064f" alt="a-1a.png" width="1733" height="323" data-path="images/fb/a3bd0bda2ce2b58e.png" />
</Frame>

3. Click the Open new ticket button.

4. Add a subject.

5. Click the field and select a department. (optional)

<Warning>
  The client sees department options only if you [create ticket departments](/using-upmind/service-desk/how-to-customise-the-ticket-and-support-system) for your store.
</Warning>

<Frame caption="Select department">
  <img src="https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/db8810761abee4d7.png?fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=2aecf8267e8f43bb3284e58c4d185bc9" alt="a-2a.png" width="1340" height="762" data-path="images/fb/db8810761abee4d7.png" />
</Frame>

6. Enter a message.

7. Add an attachment. (optional)

8. Click the Create ticket button.

<Frame caption="Create ticket button">
  <img src="https://mintcdn.com/upmind/1xguIfYUrfespmVI/images/fb/7ef70efacd693465.png?fit=max&auto=format&n=1xguIfYUrfespmVI&q=85&s=a77b31afd954aadd486799f0d6d62d2a" alt="a-3.png" width="1347" height="763" data-path="images/fb/7ef70efacd693465.png" />
</Frame>

* The ticket displays on the screen.

<Frame caption="Ticket displays">
  <img src="https://mintcdn.com/upmind/5gi4DQpw4X76kT6T/images/fb/bcee3c770f68838a.png?fit=max&auto=format&n=5gi4DQpw4X76kT6T&q=85&s=4bbd03d3e7cd7defbb47f9344c021597" alt="a-4a.png" width="1377" height="447" data-path="images/fb/bcee3c770f68838a.png" />
</Frame>

## Editing a ticket subject

1. Click the three-bar icon.

2. Click Edit subject.

<Frame caption="Edit Subject">
  <img src="https://mintcdn.com/upmind/ZsIo0APxdVb_gFS-/images/fb/26a6bfa3a54eed6a.png?fit=max&auto=format&n=ZsIo0APxdVb_gFS-&q=85&s=b8ee6c186fa8a8df27057ab76286be45" alt="a-5a.png" width="1363" height="669" data-path="images/fb/26a6bfa3a54eed6a.png" />
</Frame>

3. Change the subject.

4. Click Save.

<Frame caption="Change subject">
  <img src="https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e09c055f2b3d3a5a.png?fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=e2039e9ae080b97c92e5d99df5f131da" alt="a-6.png" width="1138" height="603" data-path="images/fb/e09c055f2b3d3a5a.png" />
</Frame>

## Editing a ticket message

1. Scroll down to the ticket text.

2. Click the three-dot icon.

3. Click Edit.

4. Change the message.

5. Click Save.

<Frame caption="Click three-dot icon">
  <img src="https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/8942b758bea178ae.png?fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=00b0b84600ceeb0ee9862b0d2cd3c924" alt="d-2a.png" width="1585" height="615" data-path="images/fb/8942b758bea178ae.png" />
</Frame>

## Closing a ticket

The final status of a ticket is called Closed. That means no further communication can take place on this message. Account holders can close a ticket anytime.

There are two ways to close a ticket.

1. Click the Close ticket button.

2. Click the three-bar icon and then click Close ticket now.

<Frame caption="Close ticket button">
  <img src="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/3a8a4f6fa0574f7b.png?fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=fec4c462578309798316001d645153cd" alt="b-1a.png" width="1183" height="646" data-path="images/fb/3a8a4f6fa0574f7b.png" />
</Frame>

## Viewing tickets

The account holder's store dashboard shows a list of active tickets and their current status. The list does not display Closed tickets.

1. To see the discussion thread inside a ticket, click a name on the dashboard list.

2. To see a list of all Active and Closed tickets, click View all.

<Frame caption="View all">
  <img src="https://mintcdn.com/upmind/5gi4DQpw4X76kT6T/images/fb/bac3d1fb9cbdd20d.png?fit=max&auto=format&n=5gi4DQpw4X76kT6T&q=85&s=008d84de01930948e78ca21a325a6015" alt="b-2.png" width="1063" height="481" data-path="images/fb/bac3d1fb9cbdd20d.png" />
</Frame>

3. Click a menu tab to see Active or Closed tickets.

<Frame caption="Active or Closed tickets">
  <img src="https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/fa2a875238154943.png?fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=4845b70306e763a73a57a9706f78a0bb" alt="b-4.png" width="1385" height="378" data-path="images/fb/fa2a875238154943.png" />
</Frame>

## Adding delegates to a ticket

Clients and leads (who have a store account) can invite other account holders to join the ticket as a delegate. A delegate can read posted messages in a ticket thread and submit messages, too.

1. On the account dashboard, click an active ticket.

<Frame caption="Active ticket">
  <img src="https://mintcdn.com/upmind/1xguIfYUrfespmVI/images/fb/7d3843dece223696.png?fit=max&auto=format&n=1xguIfYUrfespmVI&q=85&s=6e5212c799b541d84e294128aa5c5825" alt="b-5.png" width="1193" height="404" data-path="images/fb/7d3843dece223696.png" />
</Frame>

2. Click the three-line icon.

3. Select Delegate access on the drop-down menu.

<Frame caption="Select Delegate access">
  <img src="https://mintcdn.com/upmind/pcUdSuxUJ6LgBXnd/images/fb/9fe136e7cb2638b4.png?fit=max&auto=format&n=pcUdSuxUJ6LgBXnd&q=85&s=030c0d79aceae960283d4a9d73ac5178" alt="b-6a.png" width="1779" height="612" data-path="images/fb/9fe136e7cb2638b4.png" />
</Frame>

4. On the Ticket delegate access panel, click Invite delegate.

5. Enter the person's email address in the popup window.

6. Click Send invite.

<Frame caption="Enter email address">
  <img src="https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/3683d6559c8dde8b.png?fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=53df8fbd9a6525d4aa34830ca476321f" alt="b-7.png" width="969" height="785" data-path="images/fb/3683d6559c8dde8b.png" />
</Frame>

* Upmind sends the person an email message with an invite and displays their name with the Invited status.

<Frame caption="Delegate name and Invited status">
  <img src="https://mintcdn.com/upmind/h8h5zREaX7k8Y-3x/images/fb/1331ebcbdd8a6309.png?fit=max&auto=format&n=h8h5zREaX7k8Y-3x&q=85&s=9f19f9e809f799c69b10542651a2fd8b" alt="b-8.png" width="1684" height="448" data-path="images/fb/1331ebcbdd8a6309.png" />
</Frame>

After the account holder clicks the Accept link, the delegate status changes from Invited to Accepted.

<Frame caption="New status">
  <img src="https://mintcdn.com/upmind/FQ1NhxALxjSHvvWW/images/fb/ac4786c9af07d1ab.png?fit=max&auto=format&n=FQ1NhxALxjSHvvWW&q=85&s=723d7c6e30b2b37b8b01d64b3f8d5f73" alt="c-1a.png" width="1649" height="153" data-path="images/fb/ac4786c9af07d1ab.png" />
</Frame>

## Removing delegate access

To remove delegate access to a ticket:

1. Click the three-line icon.

2. Select Delegate access on the drop-down menu.

3. Click the Revoke access icon.

<Frame caption="Revoke access icon">
  <img src="https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/8df22668f061b856.png?fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=4549f75232d97fefc99a152019e05ea9" alt="b-7 - Copy.png" width="1675" height="221" data-path="images/fb/8df22668f061b856.png" />
</Frame>

<Note>
  Upmind immediately removes delegate access to a ticket after the account holder clicks the Revoke icon.
</Note>

## The delegate experience

The delegate's dashboard shows active tickets including tickets with delegate access.

* Tickets with delegate access have a share icon.

<Frame caption="Share icon">
  <img src="https://mintcdn.com/upmind/ZsIo0APxdVb_gFS-/images/fb/27feb9ac8f2a78bf.png?fit=max&auto=format&n=ZsIo0APxdVb_gFS-&q=85&s=2abc72f1bb75b84a107b4f681850ab5d" alt="c-2a.png" width="1310" height="357" data-path="images/fb/27feb9ac8f2a78bf.png" />
</Frame>

1. To read a thread, click the active ticket tile.

2. To add a message, enter text and click Post reply.

<Frame caption="Click Post reply">
  <img src="https://mintcdn.com/upmind/uxzVUXAKtJ2bRWCI/images/fb/651528424c668d64.png?fit=max&auto=format&n=uxzVUXAKtJ2bRWCI&q=85&s=f61fe25d21db1202b1e8b66af53de0e3" alt="c-3a.png" width="1202" height="819" data-path="images/fb/651528424c668d64.png" />
</Frame>

A new delegate post changes the ticket status on the store's Support dashboard to Client replied.

<Frame caption="Revised ticket status">
  <img src="https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4f0c8c918ef76d49.png?fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=9b46ee116df6b19a85fc51a610cdf1f7" alt="c-4.png" width="2220" height="407" data-path="images/fb/4f0c8c918ef76d49.png" />
</Frame>

The Client replied status appears on the account holder's dashboard, too.

<Frame caption="Account holder's page">
  <img src="https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/f9728d75ac90c512.png?fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=cd2b713e65a480be77e3ebe6efc6356e" alt="d-1a.png" width="1153" height="366" data-path="images/fb/f9728d75ac90c512.png" />
</Frame>
