What high-level steps do I need to do for creating Help Desk users?

At a high level, here are the steps you need to follow to create users and resources for Help Desk:

  1. Define and Create Setup Users

  2. Create Help Desk Users with Next Gen Human Resource Help Desk User or Internal Help Desk user roles

  3. Set up Resource Users for Agents and Managers

  4. Set up Resource Team and Resource Hierarchy

  5. Synchronize Worker Data