User Management - TalkDesk (Hoopla)

If you want to map TalkDesk data to your Hoopla users you must add them through the Hoopla app within TalkDesk.

 

If you're adding the Hoopla app in TalkDesk for the first time, follow the below steps:

  1. Using the link supplied to you, start the Hoopla app installation in your TalkDesk account.

  2. Under Step 2 - Users, select all the Users for whom you wish to bring in TalkDesk data.

  3. If the TalkDesk Users already exist in Hoopla, we match them with their TalkDesk ID and and any TalkDesk data will be updated in the relevant Metrics.

    1. Any Hoopla Users that have been paired with TalkDesk users must now log into Hoopla using the TalkDesk SSO button ("Sign in with:)

      1. The exception to this is Salesforce Users. If a Hoopla User has been provisioned by Salesforce, they must log into Hoopla using the Salesforce login button.

    2. Note: TalkDesk Users are matched with Hoopla Users by their email address. If they do not match, the TalkDesk user will have a new profile created within Hoopla.

  4. If the TalkDesk User(s) selected does not have a Hoopla account, we will create a user profile for that user.

    1. Once added, these newly created Users can now log into Hoopla using the TalkDesk SSO button ("Sign in with:)

    2. New users will not be notified by Hoopla of their new account.

    3. Depending on how you set up your Hoopla account, you will either be billed by TalkDesk or Hoopla for any new Hoopla users.

  5. Once you have completed the remaining steps in the app installation, you will see a success banner and any new users will be added to Hoopla.

    1. You do not need to authorize the TalkDesk Integration in Hoopla before we sync Users into Hoopla. They will show up in Hoopla within a few minutes of successfully installing the Hoopla App in TalkDesk.

If you have already installed the Hoopla App in your TalkDesk account and want to add or remove Users, follow the below steps:

  1. Within your TalkDesk account, navigate to "My Apps" on the top right hand side of your screen.

  2. Find the Hoopla app and click on the gear icon on the app.

  3. This will open up a modal that will allow you to manage your Hoopla App.

  4. Navigate to the Users section.

  5. Within Users, you may deselect any Users you wish to remove from Hoopla or select any new Users you wish to add to Hoopla.

  6. Finally, click the "Save changes" button.

 

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