Getting Simplr and Gorgias working together is a breeze! Follow these steps to help us integrate the two platforms together:
1. If your company uses identity management or single sign-on software (tools such as Okta, Ping Identity, etc.) to log into Gorgias, Simplr will need to be added to this before proceeding with the Gorgias instructions below.
*If a named account is needed for this, please reach out to your Simplr Sales or Partner Success rep.
2. Inviting firstname.lastname@example.org as an admin to your Gorgias account:
a. Navigate to the Users tab from Settings sidebar.
b. Click the green “Add user” button in the top-right corner.
c. Fill in the following information:
- Name: Julia (this is the agent name that will represent Simplr's network of experts)
- Email: email@example.com
- Role: Admin
d. Click "Save user"
3. Simplr will accept the account creation invite that was sent to firstname.lastname@example.org.
And that's all! We've got you supported from here 👍🏼