Zendesk Configuration

Zendesk Configuration #

Installing the ~.UcClient.~ for Zendesk application is a simple process. To perform the installation, you need the following:

  • A user account with an 'Administrator' role
  • Details of your unique Zendesk URL

Installing ~.UcClient.~ #

Using an 'Administrator' account, navigate to the 'Settings' area and select 'Zendesk Support Apps':

Screenshot

Search for ~.UcClient.~ and click on the 'Install' button.

App Configuration #

After installation, the settings window for the application should be displayed:

Screenshot

To complete the installation, populate all settings and press 'Save'

Region #

Enter the region code for where your ~.Dimensions.~ instance is hosted:

  • Australia -> au
  • Europe -> eu
  • North America -> na
  • United Kingdom -> uk

Zendesk Subdomain #

Now enter the subdomain for your Zendesk accounts.

This is required for ~.UcClient.~ to be able to use the Zendesk API.

Information Circle info

If you are using a custom domain (e.g. not a domain ending 'zendesk.com', the customer domain must first be added to your ~.Dimensions.~ customer account. This must be completed so that Dimensions will allow login through an iFrame from this custom domain.

For more information, please refer to the CRM Integration documentation of ~.Dimensions.~.

Options #

The following settings control some of the features of ~.UcClient.~.

Enable role restrictions #

It required, restrict access to the app to specific roles.

Enable group restrictions #

It required, restrict access to the app to specific groups.

Managing the Application #

From time-to-time, there may be a requirement to manage the ~.UcClient.~ application.

  • An application update needs installing
  • The Zendesk subdomain has been changed
  • You wish to Uninstall or Disable the app

To apply updates or change any of the settings, simply navigate to the 'Zendesk Support Apps' section:

Screenshot

~.UcClient.~ should be listed in the 'Currently Installed' section. Follow the instructions on screen to perform the require operation.

Features may vary depending on your licence and communications platform. Please contact your provider for details.