There are a few quick steps to take before you integrate any of Forethought’s products into your Zendesk instance.

1. Create a Forethought Integration User

Note: If you do not have seats available to create a Forethought integration user, you may proceed to step 2 - Authorize Forethought while logged into any existing admin account.

Please keep in mind that if this user is ever deleted/suspended or has their admin permissions revoked, that will break Forethought's integration with your help desk and to restore services you will need to correct the existing account or repeat the authorization process with a different admin account.

For this reason, we strongly recommend using a dedicated integration user if possible.

Creating a Forethought integration user in your Zendesk instance will give you full control over the access rights that Forethought has. Forethought uses this user to access your data through the Zendesk API.

1. Create a new Forethought user in your Zendesk instance
2. Give this user full admin rights for Guide and Support:
1. Go to ‘Admin Center’ in Zendesk
2. Navigate to the ‘Team members’ page via the sidebar
3. Click on the newly created Forethought user (this will navigate you to a new page)
4. In the top right corner you’ll see the panel with the user type and role
5. Click ‘Manage in Admin Center’ and you’ll be able to swap their permissions in the ‘role’ dropdown for both Support and Guide

2. Authorize Forethought

Once you have completed the prerequisite user creation steps you can communicate with Forethought and we will generate a custom authorization link using your unique Zendesk domain name.

1. Login as your new Forethought user
2. In the same browser open up the authorization link forethought will provide you
3. Click ‘Allow’
4. You should now be presented with a success screen

With this step complete Forethought can now act with this users authorization to start pulling and indexing your data immediately!