To allow a Zendesk Sell user access to Act-On features, they must be added in Act-On as a Sales User.

Essentials to get started

• Act-On Administrator credentials
• Zendesk Sell user information, including Email Addresses, First Name, and Last Name

Instructions

Add Users in Act-On

To add a user:

1. Go to Settings > Users > Sales Users
2. Click Add 'Sales Portal' User
3. Enter their information
   • The user's Email Address must match.
4. Click Add User to confirm

Optionally, if you need to add a large number of users at one time, we recommend using the Create new account user API endpoint.

Finish User Registration

Act-On will send each new user a verification email. The user must click the email link to receive a temporary password and log in for the first time.

These users will use SSO to log in from Zendesk, and they won't need a password for continued use, but their Act-On account must be activated.