Flare Nexus Setup – Faye Help Center

Overview

Flare Nexus is a separate web location in which you can manage your data sources and destinations, set up new connections, configure access to Flare, and see logs for your data flows. This article will walk you through the steps needed to set up Flare Nexus, as well as give a general overview of the platform's functionalities.

Table of Content

1. Creating your Flare Nexus account

2. Connecting your Zendesk instance

3. Adding new users

1. Creating your Flare Nexus account

In order to create your Flare Nexus account, follow the steps below:

1. Go to https://admin.flarecx.com/ and click on Sign Up.

Note: For development accounts, sign up at https://admin-dev.flarecx.com/
For staging accounts, sign up at https://admin-stage.flarecx.com/

2. On the next page, enter the requested information and click on Sign up. Under Company website, enter your company's website URL.

Note: The company website is used to differentiate accounts, while the email differentiates the user. Thus, if you're trying to register different Nexus accounts, they need to have different company websites and sign-up email addresses.

3. You will receive an email from donotreply@flarecx.com, prompting you to click the link to create your password and log in.

4. Create your password following the rules shown on the screen. Now, click on Create password.

2. Connecting your Zendesk instance

Note: Upon connecting your Zendesk with Nexus, ALL agents on your instance will receive an email prompting them to set up their user and password.

1. Once you are logged in, you will see your existing Zendesk connection. If there is no instance connected, the Status column reads Connect Now.

2. Click on the cog wheel in the Manage column and click on Connect.

3. A pop-up window will prompt you to connect to your Zendesk account. Enter the first portion of your Zendesk URL preceding .zendesk.com (for example pdi-faye123) and click on Sign in to Zendesk.

4. You now need to allow Flare to access your Zendesk account. Click on Allow.

5. Back in Flare Nexus, you now see your Zendesk instance Connected.

3. Adding new users

Note: Those users automatically added to Nexus when connecting to Zendesk (see first note in the previous step) are added with the role Zendesk Support. Users with this role can not access Nexus but view the Flare App in the Zendesk Support sidebar.

1. Go to the Users tab on the left-hand side of your screen.

2. Your own user will appear as the only one on the list at this moment.

3. Click on Add user to add additional users.

4. In the pop-up window enter the requested information and click on Save.

5. The newly added user will receive a confirmation email. Once the email is confirmed, the new user will appear as active on the Flare Nexus User tab.

NOTE:

When a user is deleted, they can register for Flare again.
When a user is disabled, they won’t be able to register for Flare again and won’t be able to use Flare Nexus either.
→ Deactivating users should be used when users shouldn't be registered again