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Choosing User Roles in Zendesk for Startups

Discover the best user roles for startups in Zendesk, whether to set everyone as Admins or differentiate between Agents and Admins.

What user roles should startups use in Zendesk?

Startups should consider setting up everyone as Admins if they are a small team. This approach eliminates the need for shared logins and reduces complexity. However, if the startup operates in a highly regulated industry, it's important to set up different permissions for Agents and Admins. This allows admins to control what agents can see and do, ensuring compliance and security.


More related questions

How can startups manage customer communication effectively?

Startups can manage customer communication effectively by providing a frictionless customer experience. This involves setting up the right user roles and simplifying views in Zendesk. For small teams, it's recommended to set everyone as Admins to…

How should startups configure views in Zendesk?

Startups should keep their Zendesk views simple by focusing on essential views like 'All unsolved tickets' and 'Most important tickets'. It's advisable to deactivate any views that are not crucial, such as 'Recently updated tickets' or 'Pending…

What should startups do if they have separate support and sales email addresses?

If startups have separate support and sales email addresses, they should add these external addresses to their Zendesk setup. This ensures that all customer communications are properly routed and managed within the system, allowing for better…

What if a startup doesn't have separate support and sales email addresses?

If a startup doesn't have separate support and sales email addresses, they should create Zendesk Email Aliases. This allows them to manage different types of customer inquiries efficiently within the same system, ensuring that all communications…

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