To manage end user access to the Help Center and Web Widget, you can adjust settings in Zendesk Guide and Support. For example, you can hide the 'Submit a Request' link by default and show it only to users with a specific tag.
This involves configuring user segments and customizing the Guide code to check for user tags. By doing so, you can control who can submit tickets and who can only view Help Center content. This setup requires some coding changes in Zendesk Guide.
You can add end users in Zendesk by creating new user accounts manually. This can be done by both agents and administrators. If you're on a call with a customer who hasn't requested support before, you can create an account for them and follow up…
Agents with restricted ticket access cannot create or edit end users in Zendesk. This restriction applies to agents whose access is set to anything other than 'All tickets'. If you need agents to add end users, they must have access to all tickets….
Yes, you can add an end user in Zendesk with just a phone number and name. When creating a new user manually, you can leave the email address blank and add the phone number once you're on the new user's profile. Keep in mind that users without an…
Unfortunately, you cannot create an end user in Zendesk without an email address or phone number. An email address is required when submitting a request via the help center web form. The only exception is when a support request is submitted via…
Admins can add multiple end users at once in Zendesk by using bulk import or the Zendesk API. This is a convenient way to manage large numbers of users efficiently. Bulk importing allows you to upload a CSV file with user details, while the API…