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FAQ — Modern Corporate
📋 Help Center

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Popular: Billing · Account setup · Integrations

Featured Help Topics

Jump directly into the most common categories our users explore.

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Account & Access

Login, passwords, MFA, and profile settings.

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Billing & Payments

Invoices, subscriptions, refunds, and upgrades.

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Integrations

Third-party apps, API keys, and webhooks.

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Privacy & Security

Data handling, GDPR, and security practices.

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Technical Support

Troubleshoot errors, bugs, and performance issues.

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General Enquiries

Our platform is an all-in-one solution designed to streamline your workflow, connect your tools, and help your team collaborate more effectively. It's suitable for businesses of all sizes — from solo freelancers to large enterprises.

You can manage projects, automate tasks, generate reports, and integrate with hundreds of popular third-party applications, all from a single dashboard.

Yes! We offer a 14-day free trial on all plans — no credit card required. During the trial you get access to all features so you can make an informed decision before committing.

After the trial ends, you can choose the plan that best fits your needs or continue on our free tier with limited features.

Once you sign up, our guided onboarding wizard walks you through the key setup steps: creating your workspace, inviting team members, and connecting your first integration. It typically takes under 10 minutes.

You can also explore our Getting Started Guide or watch the onboarding video series in the Help Center.

Absolutely. The web application is fully responsive and works seamlessly on all modern browsers on phones and tablets. We also offer native apps for iOS and Android with offline support and push notifications.

The platform is available in English, Spanish, French, German, Portuguese, Japanese, and Mandarin Chinese. Additional languages are rolled out quarterly. You can change your language preference in Account Settings → Preferences.

You can reach us via live chat (available 24/7 on paid plans), email at support@helpdesk.io, or by submitting a ticket through the Help Center. Enterprise customers also get a dedicated account manager.

Our average first-response time is under 2 hours on business days.

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Account & Access

Click "Forgot password?" on the login screen, enter your registered email address, and you'll receive a reset link within a few minutes. The link expires in 24 hours. If you don't see the email, please check your spam folder.

Go to Settings → Security → Two-Factor Authentication and click Enable. You can use an authenticator app (like Google Authenticator or Authy) or receive SMS codes. We strongly recommend using an authenticator app for better security.

Yes. Navigate to Settings → Profile → Email Address and click "Change email." You'll need to verify your new address before the change takes effect. Your old email will receive a notification for security purposes.

Go to Workspace → Members → Invite. Enter email addresses separated by commas, choose their role (Admin, Editor, or Viewer), and click Send Invite. Invites expire after 7 days. The number of members you can invite depends on your plan.

You can request account deletion from Settings → Account → Delete Account. Deletion is permanent and cannot be undone. All your data will be erased within 30 days per our data retention policy. Please export any data you need before proceeding.

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Billing & Payments

We accept all major credit and debit cards (Visa, Mastercard, American Express, Discover), PayPal, bank transfers (ACH for US customers), and invoices for annual Enterprise plans. Cryptocurrency is not currently supported.

Head to Billing → Subscription → Change Plan. Upgrades take effect immediately and are prorated. Downgrades take effect at the start of the next billing cycle, so you keep your current plan's features until then.

We offer a 30-day money-back guarantee on all paid plans. If you're not satisfied for any reason, contact us within 30 days of your purchase for a full refund. Refunds are processed within 5–10 business days depending on your bank.

All invoices are available under Billing → Invoice History. You can download PDF copies or have them emailed automatically each billing cycle. If you need invoices with custom VAT details, contact our billing team.

Yes! Verified nonprofit organizations receive a 40% discount and educational institutions receive a 50% discount on all plans. Please contact our sales team with proof of eligibility to apply the discount to your account.

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Integrations

We support 300+ integrations including Slack, Google Workspace, Microsoft 365, Salesforce, HubSpot, Zapier, Stripe, Shopify, Notion, GitHub, Jira, and many more. The full list is in our Integration Catalog.

API keys are managed under Settings → Developers → API Keys. Click "New Key," give it a name and set permission scopes, then copy the key immediately — it won't be shown again. To revoke a key, click the trash icon next to it.

Yes, webhooks are supported on Pro and Enterprise plans. You can configure endpoints under Settings → Developers → Webhooks and subscribe to specific event types (e.g., task completed, user invited). Payloads are sent as JSON via HTTPS POST.

Absolutely. Submit integration requests on our public Feature Request Board. Requests with the most upvotes get prioritized by our engineering team. High-demand integrations are typically shipped within 2–3 quarters.

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Privacy & Security

Your data is stored in SOC 2 Type II certified data centers with AES-256 encryption at rest and TLS 1.3 in transit. We perform daily backups with 30-day retention and conduct annual third-party security audits.

Yes. We are fully GDPR compliant and also adhere to CCPA, HIPAA (on Enterprise plans), and ISO 27001 standards. We sign Data Processing Agreements (DPAs) with all Enterprise customers. You can request a DPA from your account manager or via our legal email.

Yes. Go to Settings → Data → Export to request a full data export in JSON or CSV format. The export is prepared within 24 hours and a download link is sent to your registered email. Exports are available on all paid plans.

We do not sell your personal data to third parties. We share data only with sub-processors necessary to operate our service (e.g., hosting, analytics, payment processors), all of whom are bound by strict data processing agreements. A full list of sub-processors is in our Privacy Policy.

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Technical Support

Try clearing your browser cache and cookies, then hard-reload the page (Ctrl+Shift+R / Cmd+Shift+R). If the issue persists, check our Status Page for any ongoing incidents. Also make sure you're using a supported browser — we recommend the latest Chrome, Firefox, Edge, or Safari.

Our Error Code Reference lists all known error codes with descriptions and fixes. The most common codes: 403 (permission issue — check your role), 429 (rate limit — wait and retry), 503 (service temporarily unavailable — check status page).

Use the Report a Bug option in the Help menu (bottom-right ?) or email bugs@helpdesk.io. Include your browser version, OS, steps to reproduce, and a screenshot if possible. We triage all reports within one business day.

We support the latest two major versions of Chrome, Firefox, Edge, and Safari on Windows, macOS, Linux, iOS (14+), and Android (10+). Internet Explorer is not supported. We recommend keeping your browser updated for the best experience and security.

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