Inviting Customers to the Help Center - Online Help | Zoho Desk

Inviting Customers to the Help Center

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:
  1. Creating own user account by self-registration.
  2. Agents inviting the customers from the Contacts module.
There are two options for inviting contacts to become Help Center users:
  1. Sending a bulk invite to all contacts.
  2. selecting contacts individually. 
Permission Required
Users with the Support Channels administrative permission can access this feature.
Check Feature Availability and Limits

To invite contact individually
  1. You can add a contact individually to enable access to the help center.
  2. Click the Customers module.
  3. In the Contacts tab from the left menu, open a contact to view its details.
  4. Click More icon from the top pane.
  5. Click Add as End User from the menu.
  6. Select the desired Help Center.
  7. 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 deactivate end-user individually
  1. You can also deactivate an individual end-user and restrict the respective customer to access the help center.
  2. Click the Customers module.
  3. Open the desired Contact (end-user) to deactivate.
  4. Click More icon from the top pane.
  5. Click Deactivate End User from the menu.
  6. Click Deactivate from the dialog box to confirm the selection.

To invite contacts in bulk

  1. You can add contacts in bulk to enable them access to the help center.
  2. Click the Customers module.
  3. Select a Contact List View from the left panel.
  4. Select the contacts you would like to invite.
  5. Click Add as End User(s) from the mass actions list.
  6. Select the desired help center.
  7. Click Continue on the dialog box, to invite the contacts. 
  1. The customer self-sign-up feature have to be enabled by the support manager.
  2. Contacts can be invited only when they have an email address.
  3. Deactivate end user function cannot be performed for bulk contacts.

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