If your team uses external software such as help desk software or CRM platforms, you can now create a page for admin users that uses source code in the text editor to embed a link to your external tool. To set this up, a user with appropriate permissions can navigate to System Setup in the admin area. Here, a button for External Resources can be found alongside those in ‘Other settings’ at the bottom of the System tab.
The set up page is a rich text editor. For this area, you can insert <script> text to create interactive forms that submit to external sites. Examples of third-party sites that offer this include:
- DeskPro: Embedding Department Forms
Please be cognizant of the surrounding requirements for your external tools, e.g. some sites may require you to allow Rogo as an accepted domain.
To create interactive external forms, enter the code using “Source code” in the editor. Other ways you could use this page could be to create a list of useful links for your team or communicate internal updates. For this, using the main text entry area will suffice.
Setting up external resources:
The External Resources tab in the Admin navigation bar:
An example of how the External Resources page displays:
