Agent Only Help Center

8 Comments

  • Larry Browne

    In the section settings along the right side of the page- change who can view to agents and managers.

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  • Mark Vermaat

    Hey Larry,

    I have that set, but end users are still able to register in the HC.  They just don't see anything.  I am trying to prevent them being able to register.

    Even if I can just remove the register link from the login page would be perfect.

     

     

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  • Larry Browne

    Ooops sorry- read that wrong.

    Now I got nothing :-(

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  • Wes Drury

    @Mark - Yes there are a few ways you can accomplish this.  Before I go into some solutions what Plan are you so I can make sure I don't recommend something that you don't have access to.

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  • Mark Vermaat

    Hey Wes,

    We are on professional.

    Thanks

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  • Wes Drury

    @Mark - You can turn on the following option which would stop anonymous users from logging in.

    • Require sign in
    • Only allow signed-in users to access Help Center. Anonymous users will be asked to sign in.

    You could also remove the "Submit A Request" button from all the pages so users can submit a request.

    You could utilize org tags or user tags.  So you couldn't submit a request unless your users had a particular tag.  This is a common solution when companies have paid users that are allowed to submit tickets.

    Let me know if any of these options will work and if not we can maybe come up with something else.

     

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  • Mark Vermaat

    @Wes - Thanks, I have set it up that way already but when a user goes to sign in, at the bottom of the sign in page is an option to sign up.  This is what I want to get rid of.

    So you have reference to what I am speaking of.  No one other then internal people should be able to login (I am creating the accounts as we go) Anyway to just hide that last line where is gives you the option to Sign Up?

     

    Appreciate your help with this. :)

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  • Mark Vermaat

    I think I figured it out. :)  More work on the Admin side, but for now this is good. I turned it into a closed/restricted system.  Main channels of communication are Live Chat as well as Email.  Eventually we are going to open the HC to end-users so this is OK for the interim.

     

    Correction - This does not work. :(  I still need to use the live chat widget and using a closed system disables this functionality.

    Mark.

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