Hi there,

Thanks for joining the second episode of our Zendesk self-service series! Together, we explored how to add users and set up your help center framework to build a strong foundation for your customer support.

Insights & key learnings

Now You know how to:

• Define and manage team roles and permissions using Guide roles and user segments to keep your help center organized and secure.
• Learn how small and large teams differ in managing content and responsibilities.
• See how to grant Guide admin access to team members without full admin rights for efficient content management.
• Use user segments based on groups, organizations, and tags to control who can view or edit specific content.
• Get practical tips on assigning editing and publishing permissions to maintain a secure and up-to-date knowledge base.
• Personalize your help center branding by easily customizing colors, fonts, logos, and images—no web design skills needed.
• Set up web widgets and support request forms to provide customers quick access to support from your website or help center.

We hope you found the demos helpful, showing practical ways to get started quickly.

Webinar resources

• Webinar recording: Step 2: Add users and create your help center framework
• Presentation deck: Step 2: Add users and create your help center framework
• Recordings of other episodes in this series
• Sign up for other Zendesk essentials webinars

Useful resources

• Getting started with self-service – Part 1: Planning your self-service content project
• Understanding Guide roles and privileges
• Changing an agent's role to grant Guide admin privileges
• Understanding Guide user permissions for knowledge base access
• Creating management permissions to define agent editing and publishing rights
• Setting agent editing and publishing permissions on knowledge base articles
• Creating user segments for Guide user permissions
• Setting view permissions on articles with user segments
• A guide to building a knowledge base (+3 best practices)
• About the standard theme and custom themes in your help center
• Branding your help center
• Customizing your help center theme
• Using Zendesk Support and Zendesk Guide together
• Comparing the Zendesk Web Widgets
• Installing the Web Widget for messaging

We look forward to seeing you next time, when we’ll dive into creating and organizing your knowledge base articles.

Let’s keep building smarter, more effective support together.