Registering Sharing Agreement between Zendesk Accounts

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Before a configuration can be made available for use it is necessary to establish a sharing agreement between the the Zendesk owning the configuration and all contained components and the Zendesk wishing to deploy the configuration.

This is achieved by creating the share agreement in the Target Zendesk account with a need to deploy the configuration (1), after which it will be possible to view and deploy all configurations created in the Source Zendesk account (2).

Locate the "Sharing" operation in the Target Zendesk Account

Locate the "Sharing" operation in the Target Zendesk Account

Form within the CloudSET Services Account tab (2) in your Target Zendesk Account, select the Add Share link (3) to invoke the registration process.

Complete the Registration Details

Complete the Registration Details

Enter the fully qualified URL pointing to the location of your Source Zendesk instance (1) that will have the configurations you wish to share.

Enter the User Name (2) of the owner or an authorized Zendesk Administrator with the privileges required to complete the deployment.

Locate the API Token for your Source Zendesk instance (see next step for full instructions showing how to locate) and enter the value (3), then hit the Register button (4).

*Note: When registering a share the User Name must match that of the Administrator that completed the Cloudset Registration for the Zendesk to be shared.

Locate the API Token in the Source Zendesk

Locate the API Token in the Source Zendesk

Select the Admin side bar icon (1) in your Source Zendesk instance and then select API from the list of Channels presented (2) to display the API token.

For security reasons existing API tokens are no longer visible from within the UI so it isn't possible to copy and past an existing token.

However, if you've stored the values elsewhere then any of the existing API tokens can be used for CloudSRT Services.

If you haven't saved a copy of the existing tokens then it will be necessary to create a new API token for use with CloudSET Services by selecting the add new token link (3) and following the instructions.

*Note: it might be necessary to enable the Token Access (4) and save the page (5) in order to generate the API token.

Source Zendesk must be Registered with CloudSET Services

Source Zendesk must be Registered with CloudSET Services

It is only possible to add a share if the Source Zendesk has been successfully registered with CloudSET Services.

If the CloudSET Framework sidebar icon is not present or the registration is no longer valid (1) it will be necessary to register or re-register the Source Zendesk before the share can be created.

If the Source Zendesk account has not been successfully registered the share registration will fail (1).

Confirm Successful Creation of the Sharing Agreement

Confirm Successful Creation of the Sharing Agreement

Once the share has been successfully establish the shared Zendesk account (3) is displayed in the CloudSET Services Account tab (2) in Target Zendesk Account in which the share was added.

If needs be the share can be removed (4) from this page.

Notice the Shared Account in the Configurations

Notice the Shared Account in the Configurations

All shared Zendesk Accounts will also appear (3) within the CloudSET Services Configurations tab (2) in Target Zendesk Account in which the share was added.

Registering Sharing Agreement between Zendesk Accounts

Sub Banner

Registering Sharing Agreement between Zendesk Accounts

Before a configuration can be made available for use it is necessary to establish a sharing agreement between the the Zendesk owning the configuration and all contained components and the Zendesk wishing to deploy the configuration.

This is achieved by creating the share agreement in the Target Zendesk account with a need to deploy the configuration (1), after which it will be possible to view and deploy all configurations created in the Source Zendesk account (2).

Locate the "Sharing" operation in the Target Zendesk Account

Locate the "Sharing" operation in the Target Zendesk Account

Form within the CloudSET Services Account tab (2) in your Target Zendesk Account, select the Add Share link (3) to invoke the registration process.

Complete the Registration Details

Complete the Registration Details

Enter the fully qualified URL pointing to the location of your Source Zendesk instance (1) that will have the configurations you wish to share.

Enter the User Name (2) of the owner or an authorized Zendesk Administrator with the privileges required to complete the deployment.

Locate the API Token for your Source Zendesk instance (see next step for full instructions showing how to locate) and enter the value (3), then hit the Register button (4).

*Note: When registering a share the User Name must match that of the Administrator that completed the Cloudset Registration for the Zendesk to be shared.

Locate the API Token in the Source Zendesk

Locate the API Token in the Source Zendesk

Select the Admin side bar icon (1) in your Source Zendesk instance and then select API from the list of Channels presented (2) to display the API token.

For security reasons existing API tokens are no longer visible from within the UI so it isn't possible to copy and past an existing token.

However, if you've stored the values elsewhere then any of the existing API tokens can be used for CloudSRT Services.

If you haven't saved a copy of the existing tokens then it will be necessary to create a new API token for use with CloudSET Services by selecting the add new token link (3) and following the instructions.

*Note: it might be necessary to enable the Token Access (4) and save the page (5) in order to generate the API token.

Source Zendesk must be Registered with CloudSET Services

Source Zendesk must be Registered with CloudSET Services

It is only possible to add a share if the Source Zendesk has been successfully registered with CloudSET Services.

If the CloudSET Framework sidebar icon is not present or the registration is no longer valid (1) it will be necessary to register or re-register the Source Zendesk before the share can be created.

If the Source Zendesk account has not been successfully registered the share registration will fail (1).

Confirm Successful Creation of the Sharing Agreement

Confirm Successful Creation of the Sharing Agreement

Once the share has been successfully establish the shared Zendesk account (3) is displayed in the CloudSET Services Account tab (2) in Target Zendesk Account in which the share was added.

If needs be the share can be removed (4) from this page.

Notice the Shared Account in the Configurations

Notice the Shared Account in the Configurations

All shared Zendesk Accounts will also appear (3) within the CloudSET Services Configurations tab (2) in Target Zendesk Account in which the share was added.

Registering Sharing Agreement between Zendesk Accounts

Sub Banner

Before a configuration can be made available for use it is necessary to establish a sharing agreement between the the Zendesk owning the configuration and all contained components and the Zendesk wishing to deploy the configuration.

This is achieved by creating the share agreement in the Target Zendesk account with a need to deploy the configuration (1), after which it will be possible to view and deploy all configurations created in the Source Zendesk account (2).

Locate the "Sharing" operation in the Target Zendesk Account

Locate the "Sharing" operation in the Target Zendesk Account

Form within the CloudSET Services Account tab (2) in your Target Zendesk Account, select the Add Share link (3) to invoke the registration process.

Complete the Registration Details

Complete the Registration Details

Enter the fully qualified URL pointing to the location of your Source Zendesk instance (1) that will have the configurations you wish to share.

Enter the User Name (2) of the owner or an authorized Zendesk Administrator with the privileges required to complete the deployment.

Locate the API Token for your Source Zendesk instance (see next step for full instructions showing how to locate) and enter the value (3), then hit the Register button (4).

*Note: When registering a share the User Name must match that of the Administrator that completed the Cloudset Registration for the Zendesk to be shared.

Locate the API Token in the Source Zendesk

Locate the API Token in the Source Zendesk

Select the Admin side bar icon (1) in your Source Zendesk instance and then select API from the list of Channels presented (2) to display the API token.

For security reasons existing API tokens are no longer visible from within the UI so it isn't possible to copy and past an existing token.

However, if you've stored the values elsewhere then any of the existing API tokens can be used for CloudSRT Services.

If you haven't saved a copy of the existing tokens then it will be necessary to create a new API token for use with CloudSET Services by selecting the add new token link (3) and following the instructions.

*Note: it might be necessary to enable the Token Access (4) and save the page (5) in order to generate the API token.

Source Zendesk must be Registered with CloudSET Services

Source Zendesk must be Registered with CloudSET Services

It is only possible to add a share if the Source Zendesk has been successfully registered with CloudSET Services.

If the CloudSET Framework sidebar icon is not present or the registration is no longer valid (1) it will be necessary to register or re-register the Source Zendesk before the share can be created.

If the Source Zendesk account has not been successfully registered the share registration will fail (1).

Confirm Successful Creation of the Sharing Agreement

Confirm Successful Creation of the Sharing Agreement

Once the share has been successfully establish the shared Zendesk account (3) is displayed in the CloudSET Services Account tab (2) in Target Zendesk Account in which the share was added.

If needs be the share can be removed (4) from this page.

Notice the Shared Account in the Configurations

Notice the Shared Account in the Configurations

All shared Zendesk Accounts will also appear (3) within the CloudSET Services Configurations tab (2) in Target Zendesk Account in which the share was added.

Registering Sharing Agreement between Zendesk Accounts

Sub Banner

Registering Sharing Agreement between Zendesk Accounts

Before a configuration can be made available for use it is necessary to establish a sharing agreement between the the Zendesk owning the configuration and all contained components and the Zendesk wishing to deploy the configuration.

This is achieved by creating the share agreement in the Target Zendesk account with a need to deploy the configuration (1), after which it will be possible to view and deploy all configurations created in the Source Zendesk account (2).

Locate the "Sharing" operation in the Target Zendesk Account

Locate the "Sharing" operation in the Target Zendesk Account

Form within the CloudSET Services Account tab (2) in your Target Zendesk Account, select the Add Share link (3) to invoke the registration process.

Complete the Registration Details

Complete the Registration Details

Enter the fully qualified URL pointing to the location of your Source Zendesk instance (1) that will have the configurations you wish to share.

Enter the User Name (2) of the owner or an authorized Zendesk Administrator with the privileges required to complete the deployment.

Locate the API Token for your Source Zendesk instance (see next step for full instructions showing how to locate) and enter the value (3), then hit the Register button (4).

*Note: When registering a share the User Name must match that of the Administrator that completed the Cloudset Registration for the Zendesk to be shared.

Locate the API Token in the Source Zendesk

Locate the API Token in the Source Zendesk

Select the Admin side bar icon (1) in your Source Zendesk instance and then select API from the list of Channels presented (2) to display the API token.

For security reasons existing API tokens are no longer visible from within the UI so it isn't possible to copy and past an existing token.

However, if you've stored the values elsewhere then any of the existing API tokens can be used for CloudSRT Services.

If you haven't saved a copy of the existing tokens then it will be necessary to create a new API token for use with CloudSET Services by selecting the add new token link (3) and following the instructions.

*Note: it might be necessary to enable the Token Access (4) and save the page (5) in order to generate the API token.

Source Zendesk must be Registered with CloudSET Services

Source Zendesk must be Registered with CloudSET Services

It is only possible to add a share if the Source Zendesk has been successfully registered with CloudSET Services.

If the CloudSET Framework sidebar icon is not present or the registration is no longer valid (1) it will be necessary to register or re-register the Source Zendesk before the share can be created.

If the Source Zendesk account has not been successfully registered the share registration will fail (1).

Confirm Successful Creation of the Sharing Agreement

Confirm Successful Creation of the Sharing Agreement

Once the share has been successfully establish the shared Zendesk account (3) is displayed in the CloudSET Services Account tab (2) in Target Zendesk Account in which the share was added.

If needs be the share can be removed (4) from this page.

Notice the Shared Account in the Configurations

Notice the Shared Account in the Configurations

All shared Zendesk Accounts will also appear (3) within the CloudSET Services Configurations tab (2) in Target Zendesk Account in which the share was added.