Creating a Team Structure in Sell - Frequently asked questions
Frequently asked questions
How do I create a user hierarchy in Zendesk Sell?
To create a user hierarchy in Zendesk Sell, you need admin rights. Start by clicking the Settings icon, then select Manage > Users. Click on User Hierarchy and activate it to enable a basic user hierarchy for your account. The account owner is…
What are the steps to add a user as a manager or reportee in Zendesk Sell?
To add a user as a manager in Zendesk Sell, click 'Add user' to the left of an existing user. To add a user as a reportee, click 'Add user' to the right of an existing user. The 'Reports to' field will automatically populate with the manager's…
How can I change the topmost manager in Zendesk Sell?
To change the topmost manager in Zendesk Sell, select the user you want to edit and click the pencil icon. Change the manager in the 'Reports to' field and click Save. The user will move in the hierarchy to report to the new manager. To make a user…
How do I name teams in Zendesk Sell?
To name teams in Zendesk Sell, select a manager and click the pencil icon. Edit the 'Team Name' field and click Save. The new team name will appear underneath the manager's name in the user hierarchy. This feature is available only if the user has…
Can I create groups in Zendesk Sell, and how?
Yes, you can create groups in Zendesk Sell to segment and filter reports. For each user you want to include in a group, select the user and click the pencil icon. Choose an entry in the 'Group' field or create a new group, then click Save. The new…
How do I verify a user's data access permissions in Zendesk Sell?
To verify a user's data access permissions in Zendesk Sell, click on the user's name in the user hierarchy. Toggle the 'Show permissions' bar to view permissions for leads, contacts, prospects, customers, and deals. A green border will indicate…
Is it possible to deactivate the user hierarchy in Zendesk Sell?
If you wish to deactivate the user hierarchy in Zendesk Sell after activation, you will need to contact the Zendesk Support Team for assistance. This process cannot be done directly through the Sell…
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