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Configure Agents with 8x8 User Profile

Before you integrate Virtual Office with Zendesk, you must configure your Zendesk agent usernames in their 8x8 user profiles. The process of enabling an agent is different depending on whether your organization is a Virtual Office Editions or Virtual Office Classic customer.

As a Virtual Office Editions User

If your organization is a Virtual Office Editions customer, you must configure user profiles from Configuration Manager.

  1. Log in to Configuration Manager as an administrator.
  2. Go to Home > Users.
  3. Create a new user, or from the list of users, click the More Options icon next to the desired user to open a drop-down menu.
  4. From the drop-down, select Edit to view user settings.
  5. In the user settings, go to Advanced Settings > Third Party Integration.
  6. Under Third Party, select Zendesk ID.
  7. Enter the user's username as a Zendesk agent.
  8. Save your changes to the user, and repeat for each user you want to enable as an agent.

As a Virtual Office Classic User

If your organization is a Virtual Office Classic customer, you must configure user profiles from Account Manager.

  1. Log in to Account Manager as an administrator.
  2. Go to Accounts > User Profiles.
  3. Create a new user, or from the list of existing users, click Edit next to the desired user to view user profile settings.
  4. In the user settings, enter the user's username as a Zendesk agent next to Zendesk ID.
  5. Save your changes to the user, and repeat for each user you want to enable as an agent.

 


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