> ## 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 to Create a Ticket

> Admins and other users can manage tickets

Admins and other users can create tickets on behalf of clients. Tickets create an audit trail of support and help staff follow up on client questions or problems.

## Creating a ticket

1. Open the Upmind dashboard.

2. Click Support on the left menu.

3. Click Create new ticket.

<Frame caption="Create ticket">
  <img src="https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e456773a40b3c99d.png?fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=b025f1b80fa109ca1ce6b77bb74af82d" alt="a-1a.png" width="1124" height="647" data-path="images/fb/e456773a40b3c99d.png" />
</Frame>

4. Scroll through the list and select a client on the side panel.

5. Use the Search tool to locate a client name. (optional)

<Frame caption="Select client">
  <img src="https://mintcdn.com/upmind/FQ1NhxALxjSHvvWW/images/fb/b57340016b80abb1.png?fit=max&auto=format&n=FQ1NhxALxjSHvvWW&q=85&s=3d9411022230134757e622439c757496" alt="a-2.png" width="1011" height="805" data-path="images/fb/b57340016b80abb1.png" />
</Frame>

6. Fill the fields.

7. Attach files. (optional)

8. Click Create ticket.

<Frame caption="Create ticket">
  <img src="https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/8f8a1fe9bbee5bd9.png?fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=17818a9014eec704a200cfb2874ac0c6" alt="a-3.png" width="1834" height="1353" data-path="images/fb/8f8a1fe9bbee5bd9.png" />
</Frame>

## Ticket communication

After a user creates a ticket, Upmind generates two actions.

1. The client receives an email notification about the open ticket. The client can click a link to read the ticket.

<Frame caption="Client receives email notification">
  <img src="https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/50fd279a7f39e11c.png?fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=4cf1e6c3bde6c3164da1be5996242502" alt="a-4.png" width="1530" height="986" data-path="images/fb/50fd279a7f39e11c.png" />
</Frame>

2. Upmind opens a ticket on the Support page.

<Frame caption="Upmind opens ticket">
  <img src="https://mintcdn.com/upmind/ObllJJl59DabnmMn/images/fb/ca581de26930ee93.png?fit=max&auto=format&n=ObllJJl59DabnmMn&q=85&s=23ac3c631aa00663c15fae73091f6bee" alt="a-5a.png" width="1437" height="510" data-path="images/fb/ca581de26930ee93.png" />
</Frame>

## Editing the ticket subject line

1. Open a ticket.

2. Click the three-bar icon.

3. Click Edit subject.

4. Change the text.

5. Click Save.

<Frame caption="Edit subject">
  <img src="https://mintcdn.com/upmind/FQ1NhxALxjSHvvWW/images/fb/ab089eea0a8c1464.png?fit=max&auto=format&n=FQ1NhxALxjSHvvWW&q=85&s=58daa4e8210fcbedec929839c1783a04" alt="b-5.png" width="1432" height="647" data-path="images/fb/ab089eea0a8c1464.png" />
</Frame>

## Editing the 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="Change message">
  <img src="https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/fc72c0f5241bd68a.png?fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=9933c06420a52d4a6376c35abdecdd1f" alt="b-6.png" width="1486" height="507" data-path="images/fb/fc72c0f5241bd68a.png" />
</Frame>

## Assigning a ticket

By default, Upmind assigns the ticket to the user who creates the ticket. You can change the assignment.

1. Click Support on the left menu.

2. Scroll through the list and click the ticket you want to edit.

3. On the right side of the screen, click the three-dot icon.

4. Click Manage participants.

<Frame caption="Manage participants">
  <img src="https://mintcdn.com/upmind/c5sDUwEs8YpzGbjA/images/fb/996625dd5c4597a3.png?fit=max&auto=format&n=c5sDUwEs8YpzGbjA&q=85&s=0c77aa0b77a8770a8c592b6806ff7a2c" alt="b-2a.png" width="1399" height="396" data-path="images/fb/996625dd5c4597a3.png" />
</Frame>

5. Click the X icon to remove an assigned user.

6. Click the Add button to assign a user to the ticket.

7. Click Save.

<Frame caption="Remove assigned user">
  <img src="https://mintcdn.com/upmind/pcUdSuxUJ6LgBXnd/images/fb/9f639ceb7fb4df14.png?fit=max&auto=format&n=pcUdSuxUJ6LgBXnd&q=85&s=d46d1cf306e5c25dc1f9517d3cec42fc" alt="b-3.png" width="1562" height="789" data-path="images/fb/9f639ceb7fb4df14.png" />
</Frame>

* Upmind updates the name of the assigned user.

<Frame caption="Name of assigned user">
  <img src="https://mintcdn.com/upmind/Dgjmf3QWYVBR40cE/images/fb/5d2b151d37be0c1a.png?fit=max&auto=format&n=Dgjmf3QWYVBR40cE&q=85&s=cf9402aa429a01aaa721c2eed0a2db38" alt="b-4.png" width="1388" height="196" data-path="images/fb/5d2b151d37be0c1a.png" />
</Frame>
