Installation guide for the Macro Manager app.

Step 1: Set role and group restrictions

To maintain visibility and access control, define the relevant roles and groups within your Zendesk environment (e.g., Admins, Billing Admins). This allows you to manage who can view or edit macros based on their assigned roles and groups.

Step 2: Prepare for macro import

Once the app is installed and configured in the Zendesk Admin Center, the next step is to prepare your macro data for import.

You’ll need to set up an Excel file containing your macros. This file must meet specific formatting requirements to ensure a successful import. For details, refer to the following article: Macro Import Requirements

Need Help?

If you have any questions or suggestions related to this app, please get in touch with us at app-support@leafworks.de or via our contact form.