Change or Delete a User's Role in Zendesk Sell
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, under Permissions > Role, you can select a new role from the dropdown menu or choose None if you want to remove the role. This will make the Configure permissions option visible, allowing you to define individual permissions for the user. Remember to click Save to apply the changes.
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…
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…
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…
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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