Freshservice - Service Request - PE Master/Regrouping
Modified on: Wed, Jul 19 2023 5:31 PM
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
10 STEPS
1. Navigate to https://support.ksmcpa.com/support/home
2. Select "Request A Service"
3. Select the PE tab.
4. Select "Master/Regrouping."
5. Enter Group Client Information.
6. Select Place Request.
7. Verify the requester.
8. If you need to request on behalf of someone else click the checkbox.
9. Enter the user you are requesting on behalf of (if applicable.)
10. Select Confirm to complete this request.