Create and assign an Intercom connection to a user

Admins can create connections within the Cloud9 Admin Portal and assign it to a user’s virtual button layout. This article describes the flow specific to creating an Intercom connection.

• Creating an Intercom connection
• Provisioning the connection to a user

Creating an Intercom connection

1. In the Cloud9 Admin Portal, click the Connections tab.
2. Click the Add Connection button.

3. Set the Counterparty Type dropdown menu to Intercom.
4. Choose if you want this connection to be recorded in the Record Connection dropdown menu.
5. Select users in groups or groups from the left panel.
6. Enter a Button Label for the Intercom connection.
7. Click the Add Connection button.

Provisioning the connection to a user

1. Go to the Users tab.
2. Search for the user.
3. Hover over the user's account in the table and click the Edit Buttons button .

4. Scroll down to the Connections table below the virtual button layout and make sure you are on the Connections tab.

6. Find your Intercom by searching for the Intercom Button Label and tick the checkbox towards the left side. The field will be highlighted in yellow when the connection is assigned.

The new Intercom button will appear in the virtual button layout above and you can drag and drop the button to another position.