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Assigning Roles in Zendesk Sell: Who's Eligible?

Discover who can be assigned a role in Zendesk Sell. Learn about user hierarchy and role assignment limitations.

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…

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