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Specify Active Users report for Pages/Zendesk monthly sync
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Part of cloud-gov/pages-core#4313

cloud-gov/pages-core#4317 introduces an Active Users report which is more suitable than than (All) Users report previously specified for the sync to Zendesk, because it only includes those users who can log in to Pages.
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svenaas authored Dec 7, 2023
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4 changes: 2 additions & 2 deletions .github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md
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Expand Up @@ -14,7 +14,7 @@ Monthly review to make sure cloud.gov Pages users, orgs, and roles are accuratel

- In Pages Admin, navigate to the Reports section
- View the Organizations report, and download a CSV export
- View the Users report, and download a CSV export
- View the Active Users report, and download a CSV export

## Prepare and import CSV data into Zendesk

Expand All @@ -32,7 +32,7 @@ Monthly review to make sure cloud.gov Pages users, orgs, and roles are accuratel

### User Import

- Download and Import the Users CSV into Google Sheets for editing purposes
- Download and Import the Active Users CSV into Google Sheets for editing purposes
- For "Seperator type" keep it unchanged from "Detect automatically"
- Delete the columns "Created" and "Last Signed In"
- Delete all of the content in "ID"
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