Completing User Invitation in Zendesk Sell
How do I complete the invitation process for a user in Zendesk Sell?
To complete the invitation process for a user in Zendesk Sell, you need to specify their role and access permissions. This ensures they have the correct access to the Sell product.
Navigate to your Sell Settings, then go to Users and find the Pending Actions tab. Click on 'Complete invitation process' next to the user's name, fill out the necessary information regarding their permissions, and click 'Add user'. If this step isn't completed, the user will encounter an error when trying to access Sell.
More related questions
What is the Pending Actions tab in Zendesk Sell settings?
The Pending Actions tab in Zendesk Sell settings is where you manage users who need more information before being fully added or removed from your account. This tab helps ensure that all necessary steps are completed for user invitations or data…
What should I do when removing a user from Zendesk Sell?
When removing a user from Zendesk Sell, it's important to manage the transfer of their data to ensure continuity. Go to your Sell Settings, then Users, and find the Pending Actions tab. Click on 'Transfer data of deleted user' next to the user's…
What happens if I don't complete a Pending Action in Zendesk Sell?
If you don't complete a Pending Action in Zendesk Sell, users may encounter issues accessing the product or important data might not be transferred correctly. For new users, failing to complete the invitation process means they will see an error…
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