Assigning Roles in Zendesk Sell: Who's Eligible?
Who can be assigned a role in Zendesk Sell?
In Zendesk Sell, you can assign a role to anyone in your user hierarchy, except for the topmost manager. This flexibility allows you to manage permissions effectively across your team.
Assigning roles is beneficial for maintaining consistent access levels and permissions for users who need similar access to records. Remember, a user can only be assigned to one role at a time.
More related questions
How do I assign a role to an existing user in Zendesk Sell?
To assign a role to an existing user in Zendesk Sell, you need admin rights. Start by clicking the Settings icon, then select Manage > Users. Open the User list tab and click the name of the user you want to assign a role to. Alternatively, you can…
Can I change or delete a user's role in Zendesk Sell?
Yes, you can change or delete a user's role in Zendesk Sell. To do this, click the Settings icon, then go to Manage > Users. Open the User list tab and click the name of the user whose role you want to change or delete. In the Edit user section,…
What should I do before assigning a user to a role in Zendesk Sell?
Before assigning a user to a role in Zendesk Sell, ensure you have admin rights and that advanced permissions are enabled. Additionally, you should have already set up the role you intend to assign. If you're creating a user from scratch, refer to…
How do I verify a role assignment in Zendesk Sell?
To verify a role assignment in Zendesk Sell, navigate to User management > User list. Here, you can see the roles assigned to each user, ensuring that the correct permissions are in place. This step is crucial after assigning or changing a role to…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
