The Zendesk team will present the second episode of the 5 steps to get started with self-service series, titled Step 2: Add users and create your help center framework. This session covers how to define roles within the self-service team by exploring Guide roles and user segments for managing visibility and permissions. It also addresses setting editing and publishing controls for knowledge base articles. The episode will touch on web channels like support request forms and web widgets, plus branding essentials for the help center. You will also get a brief overview of advanced customization options and helpful resources.

What you'll learn

• Define roles and the self service team

• Understand help center roles and permissions

• Available web channels (support request forms, web widgets)

• Brand your help center

Each topic will be accompanied by live demos to provide a practical understanding of how to implement these features within your Zendesk account.

At the end of the presentation, the team will answer your questions during a live Q&A session. This is your chance to ask anything related to the features and workflows covered.

How to register

Don’t miss out on this opportunity to build a strong framework for your Zendesk help center. Click the RSVP button to secure your spot today. We'll send all registered attendees the recording and follow-up resources as well.

Useful resources

Roles

• Defining roles and the self-service team

• Understanding Guide roles and privileges

• Setting agent editing and publishing permissions on knowledge base articles

• Setting view permissions on articles with user segments

Web channels

• Customizing and creating support request forms

• Comparing the Zendesk Web Widgets

Branding

• Branding your help center

• Customizing your help center theme