Adding and managing users in a Workspace

To change user profile and add collaborators, managers or consumers

1. In DAP account, click the Workspace from the left side corner.
2. Click Manage Workspace > User Management > Add managers/Collaborators/Consumers. 
   
3. Click Change profile under the respective user name and select the appropriate profile from the drop-down and Save.
   

Creating walkthroughs   

8. Click Finish Capturing after completing all steps.
   This stops the capture and returns to DAP.

9. Review the captured steps in the summary screen.

10. Click Edit to modify slides, if needed.

11. Click Save.

12. Enter the Guide Name, Guide Intention, and click Save again.

To verify and publish    

1. Navigate to Guide under Web Studio in the left panel.

2. Click Verify on the drafted guide.

3. Click Proceed to open the mapped Zoho Desk page.

4. Review the guide in context to ensure all steps and screenshots are correct.

5. Click Verify to complete verification.

6. Click Go Live to make the guide live for sharing.
   Only live contents can be used for Web Banners or added to a Help Hub.

Creating web banners       

Banners are used to display announcements, highlight key actions, or direct users to relevant DAP content such as walkthroughs, interactive videos, guides, or external URLs.

To create banners

1. Navigate to Banner under Web Studio in the left panel.

2. Click Create Web Banner.

3. Add elements to the banner or select a design from the available templates.

4. Use the left configuration panel to define the banner appearance:

5. In the banner canvas, add text or button elements as required.

6. Select the button element (for example, START) to open the editor.

7. From the Action dropdown, select one of the following:

• Walkthrough

• Interactive Video

• Guide

• Web URL

8. Select the corresponding content to be launched.

9. Click Save.

10. Enter the Banner Name, Banner Intention and click Save again.

To verify and publish

1. Click Verify to test the banner in context.

2. Click Open to review or edit the banner, if required.

3. After successful verification, click Go Live for making the banner live.

Once it is live, the banner is displayed on the configured Zoho Desk page with the button. Users can click on the button to access the associated content directly

Creating help hub    

Help Hub allows users to group multiple DAP contents and make them accessible from a single entry point inside Zoho Desk.

To create a help hub

1. Navigate to Help Hub under Web Studio in the left panel.

2. Click Create Help Hub and enter the Help Hub Name.

3. Enter or paste the Page URL where the Help Hub should appear.

4. Click + Add Content.

5. Enter the Display Name.

6. Choose the Content Type and select the required content.

7. Click + Add Content to include additional items.

8. Click Save.

9. Enter Help Hub Name, Help Hub Intention and Click Save.