How to share Zendesk admin credentials with Premium Plus? How to share Zendesk admin credentials with Premium Plus?

How to share Zendesk admin credentials with Premium Plus?

Thomas

 

In order to perform services or support in your Zendesk account, someone from Premium Plus may ask you to access your account as an admin. Below are some options on how to give Premium Plus easy admin access to your account.

There are a few ways how you can share the details of an admin account with Premium Plus:

Access via an SSO account

We get access to an SSO account of your company, preferably a named account for Premium Plus.

Partner account

Only if you have an enterprise license, we can request a free-of-charge partner account for your instance. We can secure the account with 2FA

Create a new admin account for Premium Plus

This is applicable if you have at least one free seat (license) available. If there are not enough seats available, you can decide to share existing credentials instead. 

When you have a free license, please create an account with the following credentials: 

  • ID = guide+XXXX@premiumplus.io address and where XXXX is your company's name.

Here is how you can do it:

  1. In Admin Center, click People in the sidebar, then select Team > Team members.

  2. At the top of the page, click add user.

Screenshot_2023-01-18_at_11.12.04.png

  1. Enter the user's Name and Email.

  2. Choose Staff member for the User type.

  3. Select Role- Administrator.

  4. Click Add.

⚠️ After the profile is created click on "Manage in Admin Centre" on the top left, and make sure "Admin" is selected in all the Zendesk products as per the screenshot below.

mceclip1.png

 

Screenshot_2023-01-18_at_11.18.10.png

👉 Please send us a message when the account was created so that we can immediately activate the account from our side.

Update an existing Premium Plus user/agent

It may happen that a Premium Plus user already exists in your Zendesk environment, but does not have admin rights anymore. If your Zendesk instance still has enough agent seats, you can easily upgrade the Premium Plus user to a user with admin rights. If there are not enough seats available, you can decide to share existing credentials instead. 

If the Premium Plus user is an end user in your account

Follow the following steps below:

  1. Search for a guide+yourcompany@premiumplus.io user or otherwise if specified by your Premium Plus contact.
  2. Change the end user profile to a staff member (agent) profile, see this link 
  3. Upgrade the staff member profile to an administrator role, see this link.

If the Premium Plus user is already an agent (or light agent) in your account without admin access

  1. Search for a guide+yourcompany@premiumplus.io user or otherwise if specified by your Premium Plus contact.
  2. Upgrade the agent profile to a profile with admin access, see this link

Share the credentials of one of your existing Zendesk admin users.

If you don't have enough licenses available to create an extra admin, please share the details with us of an existing admin account. This needs to happen in the safest way by following these guidelines.

Please share the following information:

  • Your Zendesk domain name (mycompany.zendesk.com)
  • Email address of the Zendesk admin user
  • The password of the Zendesk admin user

We at Premium Plus ensure that we store your information in the most secure manner.

 

 

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