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New Idea

Remove dependency on Reporting Manager email link in OnBoarding Journey

Related products:Freshservice
  • March 12, 2025
  • 2 replies
  • 32 views

claytonsaid
Top Contributor ⭐
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The entire OnBoarding journey depends on the link in the email sent to the Reporting Manager in the second stage. If they are not available (and they forgot to set the delegation), the flow is stuck and no tickets are created.  The only way is to - assuming you have access - go to the Sent Items of the mailbox associated with FS and forward a copy of that email to someone else.   

I strongly suggest that Freshworks re-visits and removes this dependency or provides a workaround within the platform itself rather than depend on an external factor (email) for the journey. 

2 replies

mbackwater42
Top Contributor ⭐
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  • Top Contributor ⭐
  • March 17, 2025

Having the ability to set the Reporitng Manager to a CAB or some other group of Agents and Requesters would give our team the best flexibility for these processes. Having a staged approval process (HR and maybe C-Suite approves, reporting manager approves, any other interested parties approve, then tickets get created) would be highly beneficial.


  • Community Debut
  • May 20, 2025

Even if the UI let us copy out the unique link to send to another delegate that would be a better solution, then having to break into someone’s email box.

+100 points