Configure service request categories

Add or rename ticket categories used when staff or residents create service requests. You need permission to open building Settings for Service Requests.

  1. Click Settings in the sidebar.
  2. Under Communication, click Service Requests, or go to /app/settings/{buildingId}/service-requests.
  3. Scroll to the Categories section (Ticket categories (name and order).).
  4. To add one, click Add category.
  5. Edit the Category name in the table (new rows start as New category).
  6. To remove a category, click Delete on that row.Categories table with Add category — Service request settings Categories section with name fields and Add category
  7. Optional: under Resident permissions, adjust Residents can view service requests (hides the portal section when off). Submit, comments, attachments, and Who can submit a request only show while view is on. Who can submit a request lists occupancy types from MCC; all selected (the usual default) means every type may submit. Uncheck all to allow nobody.
  8. Click Save changes.

    Tip: If Apply to buildings includes other buildings, confirm the save dialog (for example Save to N buildings) and choose whether to clone Categories to those buildings.

Result: New and renamed categories appear in the Category picker on New service request and on ticket Details.

Related articles

  • Create a service requestLog a new ticket for a resident from the staff Service Requests workspace. You need staff access to Service Requests.
  • Assign and triage a service requestSet priority, status, category, and assignee so the right person works the ticket. You need staff access to Service Requests.

Was this article helpful?

Browse all topics