Setting Up a Zendesk Account

Setting up your Zendesk account can happen one of two ways:

One: You can create or establish an account by visiting Xtend’s Client Connect portal: https://xtendcu.zendesk.com/hc

You will see two options in the lower left-hand corner of the login page:

• Option 1: Get a password after already emailing Xtend for Support. This option will recognize your email and will prompt you to create a password to establish your account.
• Option 2: If you have not interacted with Xtend via Zendesk, you will need to Sign up. Here is where you will enter the email address used to communicate with us and create a password.

Two: A client’s name and email address has been added to the Zendesk system by an Xtend administrator. This will send out an email welcoming you to Zendesk and prompting you to create a password by clicking the "Create a password" link located in the email. 

*If the link has expired, email [e-mail] or [e-mail] to request the email verification link be resent.

Setting up a shared account for a group email: 

If you are setting up an account for a shared email or distribution group, please note that the account and password must be shared with all individuals on the email group in order to access tickets sent to and from the shared email or distribution group in the Client Connect portal. Tickets sent to or from a group email will not show up in your individual Zendesk account unless your individual email is CC'd on the ticket. To create a ticket on behalf of a group email, log into the shared account via the Client Connect portal and click "Submit a request." 

Due to Zendesk being secure, the system does not associate individual email addresses with group emails. If your credit union would like Xtend to use/continue to use a shared email or distribution group, please contact [e-mail] and [e-mail] to ensure a shared account is established and your team is receiving tickets properly. 

Let us know what questions you may have!