Here is an overview of how to use and get around Zendesk:
- Begin by creating an account and signing in.
- On a new account you will be immediately met with a guide with all the basics of Zendesk, go through it for an overview.
- Your left sidebar will contain tabs for different sections, the people icon is for Users.
- You will find a complete list of all your current users here. Click to view details.
- Additional details will contain all the information related to this user such as Tickets, Contact, etc.
- Back on the sidebar, the building icon is for Organizations.
- These are the organizations currently added to your account, if you add more you can manage multiple at the same time!
- The icon below the Home is for Views.
- This page allows you to view all your items using views or filters to quickly find or sort the relevant ones.
- The graph icon is for Reports which utilizes tools to create insights and reports about your organization. And the icon is simply the Settings.
- The graph icon is for Reports which utilizes tools to create insights and reports about your organization. And the icon is simply the Settings.
- The dashboard contains important tickets and items that require you attention.
- Additionally if you ever need more help or guides about certain things, go to the Profile Icon on the top right.
- You can quickly access multiple options for help via the menu.
- Or directly click on the (?) icon.
- Which you can use to search for guides and videos on any topic. And with that you can get started on using Zendesk and learning more!
