5 steps to get started with self-service - Step 2: Add users and create your help center framework

Zendesk

Jul 25, 2025

Welcome to the second episode of our Zendesk self-service series! Join us as we explore how to set up team roles, manage permissions, and organize your help center. Learn easy branding tips and how to add web widgets for quick customer support. Watch now to build a secure, well-managed help center that works for your team and customers.

Want to learn more? Click to see other events in this series and RSVP to future sessions: https://usergroups.zendesk.com/events/details/zendesk-zendesk-essentials-live-tutorials-presents-5-steps-to-provide-email-support-step-5-final-steps-to-go-live/cohost-zendesk-essentials-live-tutorials

Highlights include

00:00 - Intro and agenda

04:27 - Roles in self service

11:13 - How to make your staff a Guide admin

14:05 - Permissions

17:48 - Demo-how to create user segments

24:37 - Demo-How to create management permissions for help center

28:40 - Branding

33:09 - How to customize the look and feel of your help center

39:00 - Web channels

40:55 - Widgets