# NCompass B2B (accounts integration) # Helpdesk Introduction # Helpdesk Promotional Information Block The Helpdesk supports an optional **promotional/information block** which is displayed at the top of the Helpdesk when content has been configured. This block can be used for promotional banners, service announcements, important customer information, or other content that should be visible when a customer accesses the Helpdesk. [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2026-08/scaled-1680-/w53FwMsBnhGqqwin-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2026-08/w53FwMsBnhGqqwin-image.png) #### Recommended Banner Dimensions By default, the Helpdesk information block is configured with: - **Maximum width:** 1060px - **Maximum height:** 140px Both dimensions are configurable through the website design and can be changed if required. However, it is recommended that the default dimensions are retained where possible. Keeping the banner within **1060 × 140px** prevents promotional content from becoming too prominent and ensures that the main Helpdesk functionality remains the primary focus for the customer. > **Important:** Content larger than the configured dimensions may be restricted or cropped by the Helpdesk's maximum width and height settings. #### Locating the Helpdesk Banner Block To manage the Helpdesk promotional block within Magento: 1. Log in to the **Magento Administration Panel**. 2. Navigate to **Content > Blocks**. 3. Search or filter the block list for the following identifier: `helpdesk-banner` 4. Locate the relevant block. 5. From the **Select** menu, choose **Edit**. [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2026-08/scaled-1680-/XJkCfQpLfC2dq8ol-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2026-08/XJkCfQpLfC2dq8ol-image.png) Any content configured within this block will be displayed in the promotional information area at the top of the Helpdesk. ##### Creating the Block If the `helpdesk-banner` block does not already exist: 1. Navigate to **Content > Blocks**. 2. Click **Add New Block**. 3. Configure the block using the following values:
FieldValue
**Block Title**`helpdesk-banner`
**Identifier**`helpdesk-banner`
4. Add the required promotional or informational content. 5. Ensure the block is enabled. 6. Click **Save**. [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2026-08/scaled-1680-/IpdqFoI4QrtW20ul-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2026-08/IpdqFoI4QrtW20ul-image.png) Once saved, content within this block will be available for display at the top of the Helpdesk. ##### Updating the Banner Content The block can contain standard Magento CMS content, including text and imagery. When adding a banner image, it is recommended that the artwork is designed specifically for the available **1060 × 140px** area rather than taking a larger image and stretching it to fit. This helps maintain image proportions and avoids banners appearing distorted or compressed. #### Applying Changes to the Frontend After creating or modifying the `helpdesk-banner` block, flush the Magento cache to ensure the updated content is displayed on the storefront. Navigate to: **System > Cache Management** Then select: **Flush Magento Cache** Once the cache has been flushed, return to the Helpdesk on the frontend and confirm that the promotional information block is displaying correctly. #### Removing the Promotional Block If promotional information is no longer required, remove the content from the `helpdesk-banner` block or disable the block. An empty block will prevent promotional content from occupying unnecessary space at the top of the Helpdesk. # Accessing the Helpdesk from NCompass Desktop *Screenshots for this page still need to be captured and added when it is reviewed.* The Helpdesk is the online portal where a customer can see the support tickets they have open with us, add to them, and raise new ones without having to telephone the Support team. NCompass Desktop can open the Helpdesk directly and sign the user in on the way, so nobody has to remember a second login or leave NCompass to check a ticket. #### Where it lives in NCompass Both entry points are on the **Help > Support** menu, and both open the Helpdesk inside an NCompass browser window rather than in the user's normal web browser: - **Help > Support > Online Helpdesk** — opens the main Helpdesk page, showing the customer's existing tickets. - **Help > Support > New Support Ticket** — opens the Helpdesk on the page for logging a new ticket. This replaced the older *Log New Service Job* option, which raised the request a different way. #### Settings The Helpdesk settings are in **Tools > Configuration > EDI > Calculus > Support Helpdesk**.
SettingWhat it does
Helpdesk - Main URLThe address of the Helpdesk itself. This is the page *Online Helpdesk* opens, and the address the main email tag embeds.
Helpdesk - Log New Ticket URLThe address *New Support Ticket* opens.
Helpdesk - Job Deeplink URLThe address pattern used to link straight to one ticket. See the note below on the placeholders it accepts.
Helpdesk - UsernameThe customer's Helpdesk account name, used for the automatic sign-in.
Helpdesk - PasswordThe password for that account. Held as a password setting, so it is not readable once entered.
The addresses are normally already populated with our standard values, so on most systems the only thing that needs setting is the username and password for the customer's own Helpdesk account. #### How signing in works When a user picks either menu option, NCompass signs in to the Helpdesk in the background using the stored username and password, and then opens the requested page with that session already established. The user does not see a login page and is not asked to type anything. If the username and password have not been filled in yet, a short prompt appears asking for them. What is entered there is saved into the settings above, so the sign-in is automatic from then on. The prompt offers the option to save them globally, which means everyone in the business then reaches the Helpdesk through the same account — this is usually what a customer wants. The prompt is only offered to users who have access to Tools > Configuration. After an update it is therefore worth someone with high-level NCompass access being the first to open *Help > Support > Online Helpdesk*, so the details are captured for everybody else. #### Helpdesk links in emails Two tags are available in service job email templates, so a message about a repair can point the recipient at the Helpdesk:
TagWhat it produces
%SJHELPDESK.MAIN%A link reading *Online Helpdesk*, pointing at the Helpdesk Main URL.
%SJHELPDESK.JOBCODE:xxx%A link reading *Support Ticket* followed by the job number, pointing straight at that job using the deeplink address.
The second tag is typed into the template exactly as shown, including the *:xxx* ending — that is part of the tag, not something to replace with a job number. Both tags produce a ready-made hyperlink, so they belong in an HTML email template; in a plain text email the reader will see the underlying markup instead of a link. Both only fill in when the email is being produced from a service job. #### Deeplink address placeholders The *Helpdesk - Job Deeplink URL* setting is a pattern rather than a fixed address, and NCompass substitutes two things into it before using it: - **{main\_url}** is replaced with whatever is in *Helpdesk - Main URL*, so the deeplink pattern does not have to repeat the site address. - **{%JOBNUMBER%}** is replaced with the job reference. The curly brackets are part of the placeholder and are required; the setting's own on-screen description shows it without them. If a deeplink comes through pointing at the Helpdesk home page rather than the ticket, check the brackets first. #### When it does not work - If the Helpdesk opens but shows its own login page, the stored username or password is wrong, or the account has been changed or disabled at the Helpdesk end. Re-entering them through Tools > Configuration is enough; there is nothing else to clear down. - If nothing opens at all, check the relevant URL setting is populated. - Helpdesk access is not tied to any other module — a customer does not need to be set up for NCompass Anywhere, or hold any particular licence, to use it.