What Data And Access You Need Before Setup

Definition

A first Realtime workspace needs a connected Zendesk account, a known monitoring scope, and users with suitable access.

Context

An administrator prepares the connection and checks a small set of records before team leads rely on the dashboard.

Attributes

• Zendesk account and subdomain to authorize through OAuth.
• Brands, groups, channels, agents, and tickets expected in the first monitoring scope.
• Users who need page access, acknowledgement rights, or rule-management permissions.
• A few known Zendesk records to compare with the first Realtime sync.