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Ops Portal Guide How to use the digiBandit Ops Portal to manage support tickets, invoices, and more. getting-started
getting_started
go.dbits.ca/dd/ops-portal-guide

Ops Portal Guide

Version: 1.0 Last Updated: January 2026

Welcome

Welcome to your digiBandit Ops Portal. This guide will help you navigate the portal to manage support tickets, view invoices, track assets, and communicate with our team.

Note: Your portal view depends on your assigned roles. You may not see all features described here.

Portal URL: https://ops.dbits.ca

Table of Contents

Part I: Getting Started

Logging In

  1. Visit ops.dbits.ca
  2. Enter your Email Address and Password
  3. Click Sign In

First-Time Login:

  • Credentials are sent via email
  • You may be prompted to change your password
  • We recommend using a password manager

Microsoft SSO: If your organization uses Microsoft 365, you may see a "Sign in with Microsoft" option.

Forgot your password? Click Forgot Password and follow the instructions, or see Password Reset.

Dashboard Overview

After logging in, your dashboard displays personalized information based on your contact permissions.

Navigation Menu:

Menu Item What It Shows
Home Dashboard with summary cards
Tickets Your support tickets
Finance Invoices, Quotes, Recurring Invoices, Auto-Pay
Technical Contacts, Documents, Domains, Certificates, All Tickets
Your Name Account settings and Sign Out

Dashboard Cards by Role:

Role Cards Displayed
All Users New Ticket button, Your Assigned Assets
Billing Contact + Account Balance, Recurring Monthly total
Technical Contact + Domains Expiring, Certificates Expiring, Asset Warranties

Password Reset

From the Login Page:

  1. Click Forgot Password?
  2. Enter your registered email
  3. Click Reset My Password
  4. Check your email for the reset link
  5. Create a new password

While Logged In:

  1. Click your Name (top-right)
  2. Select Account
  3. Scroll to Password
  4. Enter your new password
  5. Click Save Password

Part II: Support Tickets

Creating a New Ticket

  1. Click New Ticket (blue button on dashboard)
  2. Fill out the form:
Field Description Required
Subject Brief summary of your issue Yes
Priority Low, Medium, or High Yes
Category Type of issue (Hardware, Software, etc.) No
Description Detailed explanation Yes
Attachments Screenshots or files No
  1. Click Raise Ticket

You can also create tickets by emailing hey@dbits.ca - a ticket is created automatically.

Viewing Your Tickets

  1. Click Tickets in the navigation menu
  2. Browse your list of tickets

Ticket List Shows:

  • Ticket number
  • Subject line
  • Current status
  • Last update date
  • Priority level

Use the search box or status filter to find specific tickets.

Ticket Details

Click any ticket to view:

  • Complete conversation history
  • All replies (yours and technician's)
  • File attachments
  • Time tracking (if visible)
  • Status and priority
  • Assigned technician

Status Meanings:

Status Meaning
Open Active and being worked on
In Progress Technician is actively working
Waiting on Client We need information from you
Waiting on Vendor Waiting for third-party response
Closed Resolved and completed

Replying to Tickets

  1. Open the ticket
  2. Scroll to the reply box
  3. Type your message
  4. Click Reply

You can also reply directly to email notifications - your reply is added to the ticket.

Attachments and Screenshots

To Attach Files:

  1. In a new ticket or reply, look for the attachment option
  2. Click to upload or drag-and-drop
  3. Supported formats: Images, PDFs, documents

Taking Screenshots:

  • Windows: Windows + Shift + S
  • Mac: Cmd + Shift + 4
  • Mobile: Power + Volume buttons (varies by device)

Ticket Priorities

Priority Use When Response Time
High Business stopped, security risk, multiple users affected 15-30 minutes
Medium Major function impaired, workaround exists Within 2 hours
Low Minor issue, general question, single user Same business day

Important: Reserve High priority for genuine emergencies.

Part III: Invoices & Payments

Note: Invoice access requires Billing Contact or Primary Contact permissions.

Viewing Invoices

  1. Click Finance > Invoices
  2. Browse the invoice list

Invoice List Shows:

  • Invoice number
  • Date issued
  • Amount
  • Status (Paid, Unpaid, Partial)
  • Due date

Click any invoice to view details or download PDF.

Making Payments

  1. Open the invoice
  2. Click Pay Now
  3. Enter payment details
  4. Confirm the payment

Payment Methods: Visa, Mastercard, Amex (PCI compliant)

Recurring Invoices

  1. Click Finance > Recurring Invoices
Field Meaning
Scope What the charge covers
Amount Regular payment amount
Next Bill Date When the next invoice generates
Frequency Monthly, Yearly, etc.
Auto Pay Enable/disable automatic payment

Setting Up Auto-Pay

  1. Click Finance > Auto Payment
  2. Enter your card details:
    • Email address
    • Card number
    • Expiration date
    • CVV
    • Cardholder name
    • Billing address
  3. Click Save Card

Card details are encrypted. We never see your full card number.

Part IV: Technical Information

Note: Technical sections require Technical Contact or Primary Contact permissions.

Your Assets

  1. Click Technical > view assets

Asset Information:

  • Device name and type
  • Make and model
  • Serial number
  • Installation date
  • Warranty expiration
  • Assigned user

Your personally assigned devices also appear on the dashboard.

Company Documents

  1. Click Technical > Documents
  2. Browse or search for documents

Download documents by clicking on them.

Domain Information

  1. Click Technical > Domains

Domain Details:

  • Domain name
  • Registrar
  • Expiration date
  • DNS information

Domains expiring within 45 days appear on your dashboard.

SSL Certificates

  1. Click Technical > Certificates

Certificate Details:

  • Certificate name
  • FQDN (Fully Qualified Domain Name)
  • Issuer
  • Expiration date

Expired certificates cause browser warnings and may impact email.

Part V: Account Management

Your Profile

  1. Click your Name (top-right)
  2. Select Account

Editable Information:

  • Display name
  • Phone numbers
  • Email address
  • Profile photo

Managing Contacts

Primary and Technical contacts can manage organization contacts.

  1. Click Technical > Contacts

To Add a Contact:

  1. Click Add Contact
  2. Fill in required information
  3. Set permissions
  4. Save

Contact Permissions

Type Portal Access
Standard Tickets, own profile, assigned assets
Billing + Invoices, payments, quotes, recurring invoices
Technical + Assets, documents, domains, certificates, all tickets
Primary Full access to all features

Contacts can have multiple types (e.g., Billing AND Technical).

Part VI: Tips & Best Practices

Creating Effective Tickets

Subject Line Tips:

  • Be specific: "Outlook won't open" vs "Email issue"
  • Include location: "Printer on 2nd floor jammed"
  • Mention scope: "All sales team cannot access CRM"

Description Best Practices:

  • What happened: Describe the problem clearly
  • When it started: Note the date/time
  • What you tried: List troubleshooting steps taken
  • Error messages: Copy exact text or screenshot
  • Impact: How this affects your work

Example:

Subject: Cannot print to HP LaserJet in Conference Room B

Started this morning around 9 AM. Print jobs show as
sent but nothing prints. Other printers work fine.
Tried restarting my computer - no change.
Error shows "Printer offline" but the printer is on
and has paper. Need this for client meeting at 2 PM.

Mobile Access

The portal works on all modern smartphones and tablets.

  • Bookmark for quick access
  • Use "Add to Home Screen" for app-like access
  • Camera integration for quick photo attachments

Security Best Practices

  • Use strong, unique passwords
  • Log out on shared computers
  • Report suspicious activity immediately
  • Keep your contact information updated

Appendix

Quick Reference

Task Navigation
Create Ticket Dashboard > New Ticket
View Tickets Tickets (top menu)
View Invoices Finance > Invoices
Pay Invoice Finance > Invoices > [Select] > Pay Now
Set Up Auto-Pay Finance > Auto Payment
View Assets Technical > Assets
View Documents Technical > Documents
Update Profile [Your Name] > Account
Change Password [Your Name] > Account > Password
Sign Out [Your Name] > Sign Out

Glossary

Term Definition
Asset Hardware or equipment tracked in the system
Auto-Pay Automatic payment from saved card
Billing Contact User with access to financial information
Certificate SSL/TLS security certificate for websites
Domain Internet address (e.g., company.com)
FQDN Fully Qualified Domain Name
Primary Contact Main contact with full portal access
Recurring Invoice Automatically generated regular invoice
Technical Contact User with access to technical information
Ticket Support request or issue report

FAQ

Q: Can I create tickets by email? A: Yes, email hey@dbits.ca and a ticket is created automatically.

Q: Why can't I see invoices? A: Invoice access requires Billing or Primary contact permissions.

Q: How do I check the status of my ticket? A: Log into the portal and view Tickets, or check your email for status updates.

Q: Can I access the portal from my phone? A: Yes, the portal is mobile-friendly.

Q: Who can see my tickets? A: Only authorized technicians and administrators.

Q: How long are tickets kept? A: Tickets are retained indefinitely for your records.

Need Help?

We're here to help!