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Team Member Profile
Beantwortet
Gepostet 12. Juni 2023
I see that the team member profiles are manually inputted into the system.
Has anyone come up with a way to automate this process?
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3 Kommentare
Christine Diego
You can also bulk import users in your Zendesk account, to do this, you create a CSV (comma separated values) file that contains the user's data. Aside from the essential user data, such as email address and phone number, you can set user roles, define an agent's privileges, and add users to an organization. You can use bulk import to either add new users or update existing ones. Bulk import via a CSV file only works for Support users and roles. More information can be found here Bulk importing users
Another option that you can also use to create users is via API, you can check this developer doc for the list of endpoint you can use Create User.
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Tyler Duncan
Ahmed Zaid We are currently using SSO.
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Christine Diego
If you are using Okta, you can follow the steps here and for Azure, you can check the steps here.
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