Once you have chosen to link Magento to Helpdesk, you will need to  create a user with an assigned role. This guide will walk you through this setup. If you are not sure which version of magento you have you can click here.

 

Breakdown

 

Create Role

Firstly when you are logged in you will need to create a user. Adding a role in Magento gives xSellco permission to retrieve information.

To do this follow the directions below.

Directions: System>User Roles (under Permissions)


Then you will need to Add New Role
The fields to fill in are as follows.
 

 

Role Name: [Example: xSellco]
Current User Identity Verification: For Magento to verify this role creation you will need to enter the password of the user you are currently logged in as.

Before we go to save we will just add a role to this role. Select role resources as shown below.

Ensure Resource Access is set to “All”.
Hit "Save Role".

 

Create User

Then you will need to Add a new User. To do this follow the directions below.

Directions: System>All User (under Permissions)


Adding a user in Magento gives xSellco permission to retrieve information.

The fields to fill in are as follows.



User Name [Example: xSellco]
First Name [Example: (your first name)xSellco]
Last Name [Example: (your last name)xSellco]
Email [Example: any email not already associated with this account]
This email address must be different from the one that is associated with your original Admin account.
Password
The password should be seven or more characters long, and include both letters and numbers.
Password Confirmation
Repeat the password to make sure it was entered correctly.
Interface Locale
This can be any personal preference
This account is
Active should be set to ensure this user will operate.
Current User Identity Verification
For Magento to verify this user creation you will need to enter the password of the user you are currently logged in as.

Before we go to save we will just add a role to this User. Ensure the role we just created is selected.

Hit "Save User" and you have completed this section.
When you are back in xSellco adding Magento enter the username and password of the user you just created.

Got some questions about Magento? We’ll be happy to answer any questions you have. Get in touch with us at support@xsellco.com.