How to create and view client's integrations

Pre-requisitions:

• Your are a reseller https://ilglu.zendesk.com/hc/en-gb/articles/11389769958034-How-to-become-a-reseller
• You added your clients https://ilglu.zendesk.com/hc/en-gb/articles/11389818087954-How-to-add-clients-when-you-are-a-reseller

You can also see video from: https://www.loom.com/share/a9e5df05c6c04c09926fc0bb025b52b5

Steps to view or create client's integration

1. From the dropdown at the top right select the client you wish to view or create an integration for
   1. By doing this you are getting all the integrations and details linked with that client
   2. You should now see a green banner displaying Viewing as client (transfer code: client transfer code) 
2. Find the integration you want to create, edit or view
3. Press on the edit icon of the integration

Connecting client integration to third party apps

1. Access the client's integration
   1. if you are creating a new integration for the client select the client from the top right dropdown to connect with their account.
2. Press on the connect text according to the third party app
3. login to third party app
   1. The authorisation created will be linked with the client's account if you are on the client's integration or if you are creating a new integration and have selected the client from the top right dropdown

Connecting with your account then transferring to client's account

video link: https://www.loom.com/share/8b7fd5c29a0246d897075e71735dd25a

1. Create integration with connections from your account 
   1. You either select 'Your account' or 'choose view as client' from the top right dropdown
2. Get the client's transfer code
3. Select the arrows next to the integration to transfer
4. Paste the transfer code
5. Transfer the integration
   1. If you want to disable the integration press on disable and transfer integration
6. View the integration as reseller (with the 'choose view as client' option)
   1. this will allow you to determine if the client has all the third party applications connected or if they need to connect
7. View as client.

Note: if you do not select the client or 'your account' you will be shown all the integration