Installation & Setup – Zendesk

Introduction

This section provides detailed instructions to install and configure Okta Admin Pro within your Zendesk environment, ensuring seamless integration with your Okta account.

Step-by-Step Instructions:

  1. Access the Zendesk Marketplace:
    • Log in to your Zendesk account with administrative privileges.
    • Navigate to the Admin Center by clicking the gear icon on the sidebar.
  2. Search for Okta Admin Pro:
    • In the Admin Center, go to Apps and Integrations and select Marketplace.
    • Use the search bar to type in “Okta Admin Pro” and press Enter.

  1. Select the App:
    • Click on Okta Admin Pro from the search results to open the app’s detail page.
    • Review the app details, including features, permissions, supported plans, and pricing options.
  2. Choose Your Pricing Plan:
    • Agent-Based Pricing:
      • This plan charges based on the number of agents using the app. It’s ideal for organizations where a small group of IT support agents will manage Okta-related tasks.
    • Account-Based Pricing:
      • This plan charges based on the number of Okta accounts being managed. It’s best suited for larger organizations or those managing a significant number of Okta accounts.
    • Select the plan that best suits your organization’s needs.
  3. Install the App:
    • Click the Install button on the app detail page.
    • Choose the Zendesk instance where you want to install the app if prompted.
    • Follow the on-screen instructions to complete the installation.
  4. Access the App:
    • Once installed, the Okta Admin Pro app will appear in the Apps panel within your Zendesk tickets.
    • Click on the app icon to launch it within a ticket interface.

Troubleshooting:

  • Installation Fails: Ensure you have the necessary admin permissions in Zendesk. If the problem persists, check Zendesk’s system status for any ongoing issues.
  • App Not Visible: After installation, if the app doesn’t appear in your tickets, try refreshing your browser or clearing the cache.

FAQs:

Q: Is there a free trial available?

A: Yes, a free 14 day trial is available for both pricing plans. You can evaluate the app’s features and decide which plan best fits your needs.

Q: Can I switch between pricing plans later?

A: Yes, you can switch between agent-based and account-based pricing directly from the Zendesk admin console. Changes will be reflected in your billing cycle.

Q: Can I cancel anytime?

A: Yes, simply uninstalling the app from your Zendesk instance will stop any future billing.