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Phase 1: Configure Virtru
First thing's first: Set your organization up for success by adding users and using custom branding.
Add Users to Control Center
Zendesk users need to be added to your Virtru Control Center. You can pull them in by configuring a sync with Google or Azure (recommended) or you can add them manually. If you already configured a sync while deploying another Virtru product, you can quickly refresh an existing sync.
Note: If your Zendesk users are already added to your control center for Virtru for Email, no additional action is needed
Configure Branding (Optional)
You can add your logo and colors to Virtru for Zendesk. This step is optional, but it is a great way to ensure the Zendesk experience reflects your organization’s unique brand.
Phase 2: Install Virtru for Zendesk
Install the Virtru app in Zendesk Marketplace
To start using Virtru for Zendesk, you will first need to complete a few prerequisites. This starts with installing the Virtru for Zendesk app in the Zendesk Marketplace.
Configure API Authorization
Why: Once you have installed the app, Virtru will need an API token from Zendesk to complete the integration.
Note: Once Virtru receives your API token, it can take anywhere from 1-2 business days for the process to be completed.
Configure API Authorization
Phase 3: Teach your Users How Virtru for Zendesk Works
Outbound: sending files via Virtru for Zendesk
Virtru for Zendesk gives you a quick and easy way to securely share files directly within a Zendesk ticket.
Inbound: Requesting files via Secure share for Zendesk
Virtru for Zendesk also let’s you use a unique link that invites ticket requesters to securely share files with you. Once someone shares a file via the link, here is how to access the file from within the Zendesk ticket.
Requesting FilesSecurely Share a File Without Virtru Installed
Sign on with an existing provider or a one-time verification link. Then upload files, set access controls, leave a visible message to your recipient, and go.
Accessing a File Sent With Secure Share
Sign on with an existing provider or a one-time verification link. Then upload files, set access controls, leave a visible message to your recipient, and go
You're All Set! Now Take Virtru a Step Further.
Now that you've deployed Secure Share, you're on the way to safeguarding sensitive information everywhere it travels. But that's just the start of your data-centric journey: Here are additional resources to make the most of Virtru.
Don't Forget These Features
- If you are sending or requesting a lot of files, the History tab can help you quickly filter, search, and view your files. You can also click on a file and get a quick link to the email that contains the link to the file.
- Custom branding for Secure Share allows you to add your own colors and branding. This isn't required, but it's a great way to remain familiar with your external collaborators.
- Easily share Google Drive files with people outside your organization without sacrificing security.
Recommended Reads
- Got questions? Visit the Virtru Help Center and Customer Support for answers to frequently asked questions.
- Curious to see how other organizations use Virtru? Want to learn more about Zero Trust or Data-Centric Security? Virtru's Resource Library has plenty of case studies, guides, and quick reads for tech leaders.
- Make sure your teams are covered: Our Cross-Department Data Protection Checklist highlights the sensitive data that your organization is likely sharing, from HR to the Board of Directors.
Explore Data-Centric Security
Virtru is more than just email and file encryption. Discover other solutions to make secure data sharing seamless.
- Virtru Email Encryption: Seamlessly encrypt emails and attachments in one click within Gmail or Outlook.
- Virtru Data Protection Gateway & SaaS App Integrations: Automate data-centric security wherever sensitive data moves, with integrations with Salesforce, Zendesk, and other apps you use every day.
- Virtru Private Keystore: Take complete ownership of your encrypted data by hosting your private encryption keys anywhere and collaborate with total confidence that your data remains under your control.