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 highest plans, you can also create custom roles for more granular permissions, defining what the user can view, create, update, reassign, and delete. Admin privileges can be granted by checking the appropriate box. For more details, visit theoriginal link.
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…
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…
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…
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…