终端用户也称为客户,是通过与 Zendesk 互动并提交工单请求支持的人。无论您的终端用户使用哪个渠道请求支持,都必须有一个帐户。终端用户的帐户包含必填和可选信息。
添加终端用户的方式有多种:
- 终端用户可通过提交支持请求添加自己。
- 添加用户时,专员可代表其 创建工单 ,或在协作快捷对话中添加用户的电邮地址。
- 专员可在Support中手动添加。
- 管理员可通过 批量导入用户 或 使用 Zendesk API 导入用户来一次添加多个用户。
本文介绍了如何通过在Zendesk Support中创建新用户帐户来 添加个人终端用户 。
本文章包含以下主题:
添加终端用户
您可以通过在Zendesk Support中手动创建新用户帐户来添加个人终端用户。专员和管理员都可执行此操作。例如,如果您正在为一名以前从未请求过支持且没有帐户的客户打电话,就可以使用此帐户。您可创建用户帐户后,发送电邮进行跟进。
添加终端用户后,您还可以设置一些其他的用户注册设置,例如对帮助中心的访问、电邮验证和支持请求设置。
添加终端用户
- 在 Support 中,单击侧栏中的客户图标 (
)。
- 单击 添加客户。或者,将鼠标悬停在顶部工具栏中的 +添加 标签上,然后选择 用户。
如果您有客户列表附加功能,请导航到客户列表,单击“所有客户”,然后单击 添加客户。
- 输入用户的姓名和电邮。
出于安全的原因,避免使用 不存在的电邮地址。
- 单击添加。
- 用户的个人资料打开后,输入用户的其他信息。
有关默认用户字段的信息,请参阅 在Zendesk Support中查看用户的个人资料 。
了解使用不存在的电邮地址的安全问题
避免使用非功能或不存在的电邮地址添加终端用户到您的 Zendesk 帐户。 这会带来潜在的安全风险。如果随后注册了一个不存在的域名,则未经授权的个人可能开始接收发送到该地址的电邮,其中可能包含私密或个人数据。
如果您的工作流程需要一个不存在的电邮地址,请使用 @example.com,因为此域名普遍无法送达,不会造成问题。
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如对翻译准确性有任何疑问,请以文章的英语版本为准。
40 条评论
Marin Zec
Hi all, 4517368049690- thank you for posting that question. We are experiencing the same issue also.
Does someone know hot to make that Email field when adding a new user mandatory?
Best, Marin
0
Vitalii Petrus
Hello,
1263082072929
I can create users without email from the agent interface in the organization like
https://{$domain}.zendesk.com/agent/users/{$org.ID}/organization/users
I didn't find a feature request to make email field be mandatory in this case on the admin level. Is there any request or is it planned to be implemented?
1
Daniel Seawright
Many of my agents have requested the ability to add the phone number in at the time the new End User is created. Currently, you have to enter the name then the email address but you do not get the option to enter the phone number.
1
Christine Diego
You can add multiple email address on a user profile, this will serve as their secondary email address. The secondary email addresses are used to identify user accounts, so whenever they send a ticket on your account using any of the addresses added, it will be linked on the same profile, but outgoing email ticket updates are sent to the primary email address. You can check this article for details How can I add a secondary email address to a user account?
0
Fabiola Ramirez Jaime
Quisiera saber si es posible agrupar usuarios finales (clientes) dado que tenemos casos donde el cliente da seguimiento a los temas con varios correos, y para nuestro control requerimos ver al cliente como 1, y no tener 3 usuarios finales (1 por correo) del mismo cliente.
Hay alguna forma?
0
Jeremy Mifsud
I understand that the ability to create users is intentionally restricted, however this seems like a poor design.
My agents can, from their email e.g. agent@company.com send an email to a new client and cc support@company.com, and the user will be automatically created.
Agents can also access and create tickets to users created outside their groups (and in other brands).
If Zendesk can explain a practical reason why these are limited, I would appreciate it. It feels like a ploy for Zendesk to get more teams to upgrade to Enterprise, which is not feasible for an essential feature that should be included in all plans.
0
Colleen Hall
Hi Matthiew Marks,
Do your agents have access to All tickets? Agents with restricted ticket access can't create or edit end users. Please see About agent privileges and ticket access to learn more about agent ticket access.
0
Matthiew Marks
In the article above it states that "Both agents and administrators can perform this action". However none of our agents have access to add end users. The "Add user" button and the Contacts tab are both missing for our agents.
0
Paolo
It is expected that restricted agents(not allowed to access all tickets) will not be able to create new users as well. This feature is intended. This would be a good feature request though. I encourage you to create a new post in the General Product Feedback topic in our community to engage with other users who have similar needs. Posts with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning.
Unfortunately, the only way for agents to create a new user is to allow them to access all tickets. I hope I was able to clear this up!
Best,
-1
Cory Truesdell
I'm really confused about the inability of Agents to create new users unless they can see all tickets. I have two group within my ZD setup, a Customer Support team and a Accounting Support team. I don't need these groups seeing each other's tickets so I have them separated. But as helpdesk folks, when they get a call and want to record the request, they can't create a new end-user if their a first time caller? This is an intentional feature? How are they supposed to work around this?
1
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