Overview
As an administrator with the Manage Tenant Settings role, you can set up the Help and Support information that is visible to your learners, employers and administrators.
Navigation
Click Settings on the left navigation bar. You can see this option when you have the the Manage Tenant Settings role assigned.
Use the navigation bar at the top and select Branding and Customisation.
You can use the sections on this screen to set the help and support information visible on the login screen, on the password reset screen, in the email templates, and on the in-product support panel.
Login and Email Support
Using this section on this screen, you can set the generic information that learners, employers and administrators see on their login screen, the reset password screen and on the email templates.
- Enter the name of your customer support team.
- You must enter at least one of the three fields: Email, Phone and Website.
- Click Save.
The information you enter in this section will be visible on the sign in page as shown in the example below.
The same information is also populated in the the email template - towards the end.
Support details
Using the rich text editors in the Support details section, you can set the information that logged-in learners, employers and administrators see when they click Help and Support within the product.
You can specify different details for learner support, employer support and administrator support. After entering the details, click Save.
Your learners will see this information when they click the Help and Support icon on the bottom left of the console screen.
Enabling chat support
If you have Zendesk integration enabled, you can have the Zendesk chat enabled for your learners, employers, and administrators. However, if you do not have Zendesk integration enabled, you must first contact the Support team to enable the Zendesk integration.
Click Settings on the left navigation bar. You can see this option when you have the Manage Tenant Settings role assigned.
Use the navigation bar at the top and go to Integrations > Zendesk.
- Enter your account domain in the format: <custom name>.zendesk.com
- Use the toggles to enable or disable the chat feature for learners, employers, and administrators.
- Click Save.
After you enable the chat feature, your learners will see a chat option on the bottom-right of their screen.
Once they click the chat icon, they'll see a chat window on the right of their screen.
