Add a User in Zendesk Sell on Highest Plans
How do I add a user in Zendesk Sell on the highest plans?
Adding a user in Zendesk Sell on the highest plans allows for more granular permissions.
Begin by clicking Settings, then Manage > Users, and click New user. Enter the user's full name, email, manager, and group. Choose a pipeline if you have multiple deal pipelines. Select a role if you've set up custom roles, or configure permissions manually. Check the box for admin privileges if needed. Click Save to create the user and send an activation email. The user must complete their registration to activate their account. For more details, visit theoriginal link.
More related questions
How do I add a user in Zendesk Sell on the lowest plans?
To add a user in Zendesk Sell on the lowest plans, you need admin rights and available seats. Start by clicking on Settings, then select Manage > Users, and click New user. Enter the user's full name and email, and assign permissions. You can…
What permissions can I assign when adding a user in Zendesk Sell?
When adding a user in Zendesk Sell, you can assign either full or limited access permissions. For limited access, you can specify whether the user can view and update all leads, contacts, prospects, customers, and deals, or only their own. On the…
What happens if I don't have enough licenses to add a user in Zendesk Sell?
If you don't have enough licenses to add a user in Zendesk Sell, you'll be prompted to add more seats. This ensures that you have the necessary capacity to accommodate the new user. You can manage your licenses by adding or removing seats as…
How do I activate a new user in Zendesk Sell?
To activate a new user in Zendesk Sell, the user must complete their registration via an activation email. Once you've added a user and sent the invitation, the user will receive an email with an activation link. They need to click this link, which…
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