Add User to Zendesk

To do this you need the following information:

1. What Role they are assigned
2. What Groups do they need to be added to.
3. Do they also need a ZenTalk License

You then must make sure there is a paid license available.  Even if a license is available you still need to do a software request so the license is assigned to the correct budget.   If a license is not available, you will need to do a software request and request the license(s) you need.

First go to Zendesk and see if the user already exist.  You can use the search bar in the upper right.

If the user does exist, you just need to edit the user.

Click on the User Type

Click on Staff member, then click "Yes, upgrade this user"

Then go into the "Manage in Admin Center"

Click on the support Role and change it to Light Agent

If you need to add an user. 

Click on User:

Add the User Name, Email.

Pick "Staff Member" and then pick the correct Role, in this case it is Light Agent.

Then go back to the user record.

Click on Groups

Only assign the *Ticket Viewing and the Cleo group.

You now need to go into the best SSO tool, One-Login.  Go into the Admin -> Users section.  Search for the user:

Select the User and go to Applications, find Zendesk and click it on.

Save the user