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Home

Submitted Feb 17 by Mikkel A Svane

This is the home page of your help desk system. The page is available for everybody in the system and can be setup to be publicly available for unregistered users too (in “ACCOUNT / User admission, ‘Public Forums’”). 

The home page contains pinned topics from your forums, a welcome message that you can customize (in “ACCOUNT / Personalize...”) and forum navigation including forum search. 

If you're logged in, your name will be displayed in the top-right corner of the page. Together with:

Logout - link to log yourself out.

If you're not logged in and have public forums enabled,  you'll see:

Login - link to login

Portal - link to home page

If you have an open help desk, there will also be a link to:

Sign up

If you do not have public forums enabled, users that are not logged in, will be met by the login-page. If you have an open help desk, there will be a link from the login page to the sign up page. If you have OpenID enabled there will be a link to login with OpenID. 

In any case the login page has a link to "no password" page. From here users that have forgotten their password can have a new password sent to their email address, and users that have lost their verification email, can have a new verification email generated.

Personal information

The user profile page displays all profile information for the current user. This includes group memberships, organization affiliations, OpenID, roles, phone number, email address, photo and more.

The page is accessible for the end-user himself, for agents and for admins.

Admins (and the end-user himself) can edit the profile and change password. 

In the right-hand text box, there's access to figures relevant for the current user. For end-users it’s how many tickets they have requested and their latest activity. For agents and admins it’s a list of assigned tickets, solved tickets and links to lately updated tickets.

My views

Users can review and edit their personal ticket views (agents and admins only). Please refer to the Manage section on how to create and edit views.

My macros

Users can review and edit their personal macros (agents and admins only). Please refer to the Manage section on how to create and edit macros.

Forums

Please notice that forums are not a separate menu item but available from the Home page.

Forum RSS

All forums are RSS enabled and the there's a separate RSS feed for pinned topics on the front page (link in the top-right corner of the grey content-box). Next to the RSS link, administrators and agents have a link to add a new topic. In addition to the RSS feed for the pinned topics, there’s an RSS feed for each individual forum and for each individual topic in a forum. Furthermore there’s a global RSS feed for all forums: https://accountname.zendesk.com/posts.rss.

Add Topic

A topic is a post in a forum. It contains a title, a body text, tags (keywords used to match tickets and forum topics), an optional attachment and definitions for who can leave replies to the relevant topic (nobody or everybody with access to the relevant forum) and whether it should be pinned to the home page or not.

Administrators and agents edit and post topics using a full-featured WYSIWYG editor. End-users use a limited WYSIWYG editor.

Administrators can edit, create and delete forums, topics and posts. Agents can edit, create and delete topics and posts. End-users can create topics and posts (subject to forums and topic settings as defined above) and edit and delete their own topics and posts.


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