Inviting Customers to Help Center - Zoho Desk Knowledgebase

Inviting Customers to Help Center

Although your customers can submit their tickets through various channels, they can track their status only when they have access to your Help Center. There are two ways, for your customers to access your Help Center:
  • Create their own user account by self-registration
  • Agents can invite customers from the Contacts module

While the customer self sign-up is a feature which needs to be enabled by your support manager. You have two options for inviting contacts to become Help Center users: you can send a bulk invite to all contacts, or you can select contacts individually.

To invite contact individually:
  1. Click the Customers module.
  2. In the Contacts module, open a contact to view its details.
  3. Click More Actions icon  ) from the top pane.
  4. Click Add as End User from the menu.
  5. Select the Help Center (only if you have branded ones) you want to add the contact to.
  6. Click Continue on the dialog box, to invite the contact.

The contact will receive an email invite to join your Help Center at<portal name>/home.

To invite contacts in bulk:
  1. Click the Customers module.
  2. Select a Contact List View from the left panel.
  3. Select the contacts you would like to invite.
  4. Click Add as End User(s) from the mass actions list.
  5. Select the help center (only if you have branded help centers) you want to add the contacts to.
  6. Click Continue on the dialog box, to invite the contacts.

  • Please keep in mind that you can invite contacts only when they have an email address.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                    Zoho SalesIQ Resources

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Managing Help Center Users

                                                                                            Help Center users are users who prefer to find solutions by reading through your knowledge base articles or community posts. When they are unable to find answers they can get it resolved from your agents by submitting a ticket. Users can also ...
                                                                                          • Customizing Help Center Home Page

                                                                                            Customize the way your Help Center content is organized using the simple drag-drop method in Zoho Desk. You can add custom widgets, show or hide tabs and customize their appearance to keep your customers engaged with the right content at the right ...
                                                                                          • Inviting Customers to the Help Center - New UI

                                                                                            Customers can track the status of their tickets submitted via various channels by accessing the Zoho Desk's help center. Customers can access the help center in two ways: Creating own user account by self-registration. Agents inviting the customers ...
                                                                                          • Managing Help Center Permissions

                                                                                            When you set up the Help Center, you must determine who should have access to it. You may allow anyone to access the Help Center or only those who have registered for it. Providing an open Help Center is less of an effort for your legitimate ...
                                                                                          • Google Analytics Dashboard for Help Center

                                                                                            Google Analytics provides tools for everything from search analytics to visitor tracking that can be used to improve your self-service option in Zoho Desk. You can use the statistics to learn, for example, how long your customers look at the KBase ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources