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Installation guide for Change primary email for Zendesk app

Leafworks
  • Updated

 

1. Installing the Change Primary Email app

    1. Use this link to access the app in the Zendesk marketplace.
    2. Click on the Install button located on the right side.
    3. Choose the Zendesk instance where you want to install the app.
    4. Follow the redirection to your Zendesk Admin space. Make sure you have admin rights.
    5. Here, you can rename the app, but by default, it's labeled as "Change Primary Email". Decide if you'd like to enable role or group restrictions.
    6. Finally, hit the Install button.

2. Accessing the app

  • Navigate to your agent workspace. This can be done by clicking on the icon Screenshot 2024-09-19 at 15.01.20.pngwith four squares located at the top-right corner, and then choosing Support.
  • In the Support workspace, spot the Change Primary Email icon on the left after the settings symbol.  
    Note: If you have numerous apps installed, it might be hidden under the three dots at the lower left part of your screen. Click on this icon to proceed.
    Screenshot 2024-11-13 at 22.35.47.png

3. Creating a Knots account

  •  On the settings page be sure to go to "Login". Create a new account or log in if you are already a knots customer.                                  
                                                   Screenshot 2024-11-13 at 22.36.41.png

4. Setting up the Change Primary Email app

    1. After logging in to your Knots account, the app will prompt you to connect to Zendesk.

      • If you’ve previously used Zendesk with other Knots apps, select the existing connector from the list.
                                    Screenshot 2024-12-09 at 13.02.21.png
      • If this is your first time setting up Zendesk with Knots, you’ll need to create a new connector. Follow the on-screen instructions to authenticate your Zendesk account.                                       Screenshot 2024-12-10 at 22.55.41.png
                                      

  2. Once Zendesk is connected, proceed to the next setup page. Click Get started to finish.

                                      Screenshot 2024-12-10 at 22.56.43.png

    Note: For the module to function correctly, Knots Studio must also be activated. If it is not activated, you will receive an error notification.

                                         Screenshot 2024-12-09 at 13.52.09.png

     

    To activate Knots Studio: Go to your Knots Profile. There, locate the Studio module and click Activate.                         
                 Screenshot 2024-12-09 at 14.32.31.png

     

  3. After clicking Get Started, you will be redirected to the backend of the app.Screenshot 2024-12-10 at 22.58.06.png

    • Navigate to How to deploy? in the upper-right corner and click it.
    • In the pop-up menu, under the second point (Triggers), click Create new. A new trigger will be generated immediately.                               
                                  Screenshot 2024-12-10 at 22.59.03.png

The app is now fully set up and ready to use! 

 

For more information about the app, visit Change Primary Email for Zendesk.

If you have any questions or suggestions regarding this app, please reach out to us at support@knots.io or through our contact form.

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