Add an "end user" to the Zoho KB

Add an "end user" to the Zoho KB


  1. Admin logs into https://directory.zoho.com/
  2. Dashboard>Users
  3. Add user (red button)
  4. Fill in info and click add. 
  5. In the window that says "-----has been added successfully" click "assign application" button at the bottom.
  6. Select Zoho Desk. (This is the KB application.) 
  7. Role should be agent. Select All Departments. Click Done. 
  8. Click red "Assign" button. 



This doesn't work. Use the above from now on. 
Click the Customers module.

Add the contact and save.

Open the contact to view its details.

Click More Actions icon (  ) from the top pane.

Click Add as End User from the menu.

Click Continue on the dialog box, to invite the contact.

 



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