Allow Your Users to Submit Feedback in Helm CONNECT

The Submit Feedback feature gives your users a quick, built-in way to report issues and share ideas without leaving Helm CONNECT. When a user submits feedback, an email is automatically sent to the designated recipients, such as your company's Helm CONNECT administrators or super users, so they can address issues or pass along relevant feedback to the Helm team.

Permissions

To use Submit Feedback, users need the Extras > Submit Feedback permission. Without this permission, users won't see the Submit Feedback option on the Help menu.

Designate a Feedback Recipient

Before users can submit feedback in Helm CONNECT, you must designate who will receive that feedback. Although there's no limit to how many people can receive feedback, you must select at least one person for the feature to be enabled.

To designate a feedback recipient

1. Go to the Setup > Users > Users tab.
2. Select the name of the user you want to designate as a feedback recipient.
3. Select the Receives Feedback Emails checkbox.
4. Click Save.

Submit Feedback

To submit feedback

1. Click the Help (?) icon in the toolbar in the top right corner of the screen.
2. Select Submit Feedback.
3. In the Submit Feedback window, complete the following fields:
   • Issue Type: Select the option that best describes your feedback.
   • Description: Describe the issue or idea.
   • Rating: Rate your experience from 1 (Very poor) to 5 (Excellent).
4. Click Submit. A confirmation message appears, and the window closes.