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How to Set Up the Systray for User Self-Service

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Source: NinjaOne
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  • description: In this episode of NinjaOne01, Zach Therrien, Technical Marketing Manager at NinjaOne, walks through NinjaOne's System Tray capabilities. The System Tray puts IT-approved actions directly in front of end users: automations, device info, help resources, and a built-in ticket form, so common issues can get resolved quicker, while admins keep full control over what's exposed and how it runs. What this video covers: Enabling the System Tray feature and creating a new configuration Building Automation menu items, including chaining multiple automations behind a single click Naming automations for the outcome (e.g. "Fix My Browser") rather than the underlying action Using Groups to nest related automations under a single parent menu item Running automations as the current user, with stored credentials, or as System, without elevating end-user permissions Surfacing device information to end users with the About menu item Linking directly to a knowledge base, IT portal, or self-service resources with URL menu items Configuring the Help Request Form: ticket routing options and what the end-user submission view looks like Assigning a System Tray configuration to an organization Key takeaway: Once configured, the System Tray gives end users a safe, curated set of self-service actions that cuts down routine tickets, while keeping admins in full control of what's exposed, how it runs, and which organization it's assigned to. Chapter Markers 00:00 - Intro 00:30 - Enabling the System Tray 00:50 - Building Menu Items 04:02 - Assigning the System Tray Resources: Blog: https://see.ninjaone.com/utdyF Systray Setup Docs: https://see.ninjaone.com/utdyG Branding with systray icon: https://see.ninjaone.com/utdyH Environment variables: https://see.ninjaone.com/utdyJ
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