For information about Creating Users and CRM Management see the Agent Guide.
You can choose what authentication method your Users use when they log in to your Help Center. By default Deskpro registration is enabled, however, you can disable this and replace it with an authentication method of your own choosing, eg. Google, Okta.
Authentication apps work separately for Agents and Users.
This means that if you want to add the same usersource for Agents and Users, you have to install it for both of them. You will need to use a different configuration for each app, since you don’t want all your Users to be able to sign in as Agents.
If you are using OneLogin, Okta, SAML or JWT authentication, there are two options for how SSO can work on your helpdesk:
Disabled: No SSO. The User or Agent still sees the Deskpro login form. Optionally, you can show a button to sign in with the identity service.
Automatic: The User or Agent never sees the Deskpro login form. They are automatically redirected to sign in to the identity service. When they log out of Deskpro, they are logged out of the identity service and sent to the service’s logout screen. If you enable this, all your Users or Agents must have an account on the service to be able to use the helpdesk.
If you enable the Automatic SSO option on the Help Center, Users will not be able to see Help Center content without signing in with the relevant identity service. Enabling this will override any permissions granted to the Everyone Usergroup.
You can only enable SSO for one User authentication app and one Agent authentication app at a time. If you enable SSO for a different app, the previous app’s SSO will be set to Disabled.
When you have open registration configured on your helpdesk, if a person visits through an external usersource or SSO, their account will automatically be created in the Deskpro CRM as the User logs in. The CRM will capture basic info (name, emai) to create the account.
コメントを投稿するには、ログインまたは登録が必要です。