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Configure General Settings

Topic

This article explains how to configure general settings for NinjaOne Ticketing.

Environment

NinjaOne Ticketing

Description

When you first deploy NinjaOne Ticketing, you receive a prompt to configure the application's general settings, such as outgoing email preferences, notification behavior, and your business's operating hours.

Once defined, you can update these settings at any time by navigating to Administration → Apps → NinjaOne Ticketing → General within NinjaOne.

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Figure 1: Configure general settings (click to enlarge)

Email Domain

The email domain serves as the custom name for your Ticketing instance and is used by NinjaOne to generate email addresses for your users. This field is mandatory and can be set to any name you prefer for ticket emails.

SMTP Email Sending

At setup, NinjaOne Ticketing will use NinjaOne's default email server for outgoing email. If you'd prefer to use your own SMTP server, click Edit to enter the required credentials.

  1. Select Basic for Authentication Type to continue with non-Microsoft 365 setup, or refer to NinjaOne Ticketing: SMTP Microsoft 365 Configuration for instructions.
  2. Select the Enabled toggle to power on the outgoing mail server.
  3. Enter the SMTP server name, the port, whether this dedicated server uses secure sockets layer (SSL), and the email and password.
  4. Click the Test button to verify the connection and resolve any reported errors. Then, click Save.

Ticket Settings

The Ticket settings affect the behavior of all tickets.

Setting NameDescription
Timers
  • Disabled: There is no ticket timer.
  • Auto-start: The timer starts as soon as a technician opens the ticket.
  • Manual: The technician must activate the timer.
Starting ticket numberThe ticket number that should be assigned to the next incoming ticket, which is intended to assist users transitioning from another ticketing product and who want to continue from the previous numbering system.
AttachmentsThe ability for end users to attach files to tickets and the requirement for technicians to authenticate to view those attachments.
Technician email responseThis option creates either a public response to the requester or a private internal note when a ticket response is sent via email rather than within the ticket in NinjaOne.
Auto-create new contacts from help requestIf this setting is activated, you can create the contact either in the organization that manages the device or as a global contact. If this option is deactivated, tickets created from systray application help requests will not automatically provide a requester.
Display forwarded detailsDisplay date, from, to, and subject for comments that contain a forwarded email thread and are received by email.
Auto-assign deviceIf a user owns a single device and that device is assigned to the same organization named in the ticket, the device will automatically be assigned to the user's tickets.
Match emails to tickets on references headerBy default, ticketing matches emails to tickets using the in-reply-to header and message ID. Use this setting to also match an email to the reference header.
Allow users to edit comments

When active, technicians can edit comments on a ticket using the actions menu. This setting is active by default.

The setting is granular: depending on the permissions assigned to their role, technicians may be able to edit their own comments, edit others' comments, or both. Edited comments are visible only within the technician console; end users in the end-user portal do not see that a comment has been edited. Editing a comment does not generate an email notification. Comment editing is not available on closed tickets.

Three permission areas interact with this setting: Ticket Public Comments, Ticket Comment History, and Ticket Private Notes. Technician access to editing in each area depends on the permissions assigned to their role. For more information, refer to NinjaOne Ticketing: Technician and User Permissions.

System Email Notifications

The System Email Notifications settings enable you to configure when NinjaOne Ticketing sends automated email notifications and which email template each notification uses. Each notification is tied to a specific user type, a role on the ticket, and an activity that triggers it.

Each notification targets a specific person based on two things:

  1. Their user type
  2. The role they hold on the ticket at the moment the activity occurs

User types fall into two categories:

  • Technicians: NinjaOne users who manage tickets from within the NinjaOne platform
  • End users and contacts: External requesters and copied parties who interact with tickets through email or the end-user portal, rather than through the NinjaOne technician console

Roles describe the position a person holds on a specific ticket. Each ticket can have up to three named roles at any given time:

  • Assignee: Technicians can be either a primary assignee or an additional assignee; system email notifications treat these roles equally
  • Requester: The person who submitted the ticket or on whose behalf it was created
  • CC: Any additional party copied on the ticket for visibility

A role is not a permanent property of a user. It is a position on a specific ticket, and it can change. If the assignee changes mid-ticket, the new assignee holds the role from that point forward. NinjaOne evaluates roles at the moment each activity occurs and notifies whoever holds the role at that instant, not whoever held it previously.

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Figure 2: System email notifications (click to enlarge)

Consult the following table to understand the user types and scenarios to which notifications apply. To learn how to configure and edit email templates for these notifications, refer to NinjaOne Ticketing: Email and Notification Management.

Some notifications apply only to technicians and will not trigger for end users or contacts in the same ticket role.

User type receiving notificationsNotification typeTrigger for notification
Technician or NoneAny user assigned to a ticketIf assigned to a ticket
Technician or NoneAny user removed from a ticketIf removed from a ticket
Technician, End User/Contact, or NoneAny user added as a CCIf added to a ticket as a CC
Technician, End User/Contact, or NoneRequester when ticket is created in NinjaOneIf set as requester upon ticket creation in NinjaOne
Technician, End User/Contact, or NoneRequester when ticket is created via emailIf set as requester, upon ticket creation by email
Technician, End User/Contact, or NoneRequester when ticket has been resolvedIf set as requester when the ticket is resolved
Technician, End User/Contact, or NoneCC when the ticket status has been updatedIf in the CC list when the ticket status is updated
Technician or NoneAssignee when a ticket has been updatedIf an assignee when the ticket is updated
Technician, End User/Contact, or NoneRequester when a private comment has been addedIf set as requester when a private comment is added
Technician, End User/Contact, or NoneCC when a private comment has been addedIf in the CC list when a private comment is added
Technician or NoneAssignee when a private comment has been addedIf an assignee when a private comment is added
Technician or NoneRequester when a public comment has been addedIf set as requester when a public comment is added
Technician or NoneCC when a public comment has been addedIf in the CC list when a public comment is added
Technician or NoneAssignee when a public comment has been addedIf an assignee when a public comment is added
Technician or NoneAny user tagged in a ticketIf directly tagged on a ticket in a comment
Technician or NoneAssignee when service level agreement (SLA) breachedIf an assignee when ticket has breached SLA
Technician or NoneAssignee when SLA exceeds 80% of allotted timeIf an assignee when ticket is at risk of breaching SLA (exceeded 80% of allotted time)

Additional Resources

To learn more about how to integrate NinjaOne Ticketing into your workflows, consult our NinjaOne Ticketing: Resource Catalog article.

FAQ

Next Steps