Setting a user's role in Zendesk based on their group membership in Active Directory is a two-step process.
First, create a new rule using the Send Group Membership as a Claim template. Locate the group you wish to map to the role and select Role for the Outgoing claim type. After creating the rule, edit it to create a custom rule by copying the rule language, removing the default string, and leaving only the word 'role'. This setup allows you to map group memberships to specific roles in Zendesk.
To pass a user's full name from Active Directory to Zendesk using ADFS and SAML, you need to create a rule with the Send LDAP Attributes template. In the LDAP Attribute section, add a row for Surname and a row for Given-Name. For the Outgoing Claim…
Mapping a user's organization from Active Directory to Zendesk involves creating a rule with the Send LDAP Attributes template. You need to select the field in Active Directory that you want to map to the organization in Zendesk. For the LDAP…
To pass a user's phone number from Active Directory to Zendesk, you need to create a rule using the Send LDAP Attributes template. In the LDAP Attribute section, select Telephone-Number. For the Outgoing Claim Type, type 'phone' in lowercase. This…
To set a custom role for a user in Zendesk using ADFS and SAML, you'll need to use the Custom Agent Roles API to get the role ID. Follow the steps for creating a generic role rule, but instead of using 'agent' or 'admin' for the Outgoing claim…