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 from the Contacts module.
There are two options for inviting contacts to become Help Center users:
- Sending a bulk invite to all contacts.
- selecting contacts individually.
To invite contact individually
- You can add a contact individually to enable access to the help center.
- Click the Customers module.
- In the Contacts tab from the left menu, open a contact to view its details.
- Click More icon from the top pane.
- Click Add as End User from the menu.
- Select the desired Help Center.
- Click Continue on the dialog box, to invite the contact.
To deactivate end-user individually
- You can also deactivate an individual end-user and restrict the respective customer to access the help center.
- Click the Customers module.
- Open the desired Contact (end-user) to deactivate.
- Click More icon from the top pane.
- Click Deactivate End User from the menu.
Click Deactivate from the dialog box to confirm the selection.
To invite contacts in bulk
- You can add contacts in bulk to enable them access to the help center.
- Click the Customers module.
- Select a Contact List View from the left panel.
- Select the contacts you would like to invite.
- Click Add as End User(s) from the mass actions list.
- Select the desired help center.
- Click Continue on the dialog box, to invite the contacts.
Note
- The customer self-sign-up feature have to be enabled by the support manager.
- Contacts can be invited only when they have an email address.
- Deactivate end user function cannot be performed for bulk contacts.