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 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 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

                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 ...
                                                        • 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 ...
                                                        • 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 ...
                                                        • 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 ...
                                                        • How to moderate end user signups in the Help Center?

                                                          Self-signup allows end users to register themselves for an account on your Help Center. All you need to do is direct your customers to your Help Center so that they could register and start using the same immediately. But, there is a caveat. The ...



                                                        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