Zendesk - Create Account

Welcome to Zendesk

What is Zendesk?

Zendesk is a customer service platform that we use to chat with young people (YP) 🖥️

How we use Zendesk

We do not own the platform and only use a small portion of its functionalities

Eventually, we will build out own coaching platform, but in the meantime, we use Zendesk!

Why Zendesk important?

The experience YP have with a Clayful Coach is the most important aspect of our work.

If you don't know how to properly use Zendesk, that can negatively impact the YP's experience 👎

Let's reset our password

The first step to getting signed into your Zendesk account

Reset your Zendesk password

Find the email from Zendesk with the subject line "Create a password for Clayful Coaching". The email looks like this 👉

Open and click the link in the email

Reset your Zendesk password

After clicking the link, you may see an invalid activation error. If this is the case:

Click the "here" hyperlink

Enter the email address that you received the initial Zendesk email from and click Submit

Check your inbox for an email from Zendesk and click on the link in that email to continue creating your account

Reset your Zendesk password

Type in your new password

🖱️Click here for tips for setting a password

Click the 'Set password' button

Sign into Zendesk

Sign in with your email and your new password

Set up two-factor authentication (2FA)

Select SMS as your 2FA. Click Next.

Select United States in the 'Select country' dropdown.

Enter your phone number. Click the 'Send passcode' button.

Set up two-factor authentication (2FA)

You will receive a passcode via text message This is what it will look like on your phone 👉

Enter the passcode into the 'Passcode' field.

Click Save. Then click Done.

2FA sign in

Now that you set up your 2FA, you'll sign in using it!

Sign in with your email and your password one more time

Verify 2FA

You'll receive another passcode via text message

Enter the passcode into the 'Passcode' field

You can check the 'Don't ask again...' checkbox to skip 2FA for 30 days if you'd like. Click the 'Verify' button.

Zendesk dashboard

If you see your Zendesk dashboard 👇, you have successfully created your Zendesk account! 🎊 You will visit your dashboard at the start of every coaching shift.

If your screen doesn't look like this 👉 🖱️ Click here to troubleshoot

Zendesk dashboard

Note that if you try to go to the Views tab on the left hand side, you will see a "You don't have access to any views" message. This is expected behavior. 👌 You'll get access to Views after you have completed training.

🖱️ Click here to see what Views will look like after you complete training.

Bookmark your Zendesk login page

In the future, you will need to log into Zendesk again to access your dashboard.

If you are using a Gmail email address to log into Zendesk:

• Bookmark this login page: https://clayful.zendesk.com/agent/dashboard

If you are using a non-Gmail email address to log into Zendesk

• Bookmark this login page: https://clayful.zendesk.com/

Submit Canvas assignment

To ensure your Zendesk account has been created successfully...

Submit a screenshot of your dashboard (should look like the image 👇) in the Zendesk Intro + Account Setup assignment in Canvas 🖱️ Click here to learn how to take and submit your screenshot.

If your screen doesn't look like this 👉 🖱️ Click here to troubleshoot

Congratulations

Great job!

You successfully completed this assignment! ✅

Submit your Zendesk dashboard screenshot

1. Make sure you're in the Zendesk Intro + Account Setup assignment 2. Scroll down until you see the File Upload section 3. Click Upload File. Click Choose File.

4. Select your screenshot. 💡 Click here to learn how to take a screenshot.

5. Click Submit Assignment

Setting Password Tips

Hackers often target education technology platforms. We want to do everything we can to protect coach accounts. How You Can Help Have a VERY safe and secure password following these guidelines: ✔️ Don’t choose a password you have used before ✔️ Make it more than 8 characters long ✔️ Avoid secrets or things that are personally meaningful ✔️ Write it down and practice it from some time. Then shred the piece of paper and throw it away

Troubleshoot Zendesk

1. Double check you are using the same email address as you are using to log into Canvas. 2. Double check that you navigated to this page: https://clayful.zendesk.com/agent/dashboard 3. If you are using a non-Gmail email address to log into Zendesk: 👉a. Log out. b. Log in directly here: https://clayful.zendesk.com/

If you are still having trouble, reach out to coaching-support@clayfulhealth.com with a screenshot of what you're seeing.

Views

Views is where you'll be able to see all open chats. You'll also be able to do this from your dashboard (you'll learn about this in the upcoming assignments).

Troubleshoot Zendesk

1. Double check you are using the same email address as you are using to log into Canvas. 2. Double check that you navigated to this page: https://clayful.zendesk.com/agent/dashboard 3. If you are using a non-Gmail email address to log into Zendesk: 👉a. Log out. b. Log in directly here: https://clayful.zendesk.com/

If you are still having trouble, reach out to coaching-support@clayfulhealth.com with a screenshot of what you're seeing.