Creating a Topmost Manager in Zendesk Sell
How do I create a topmost manager in Zendesk Sell?
To create a topmost manager in Zendesk Sell, you need admin rights and a user hierarchy enabled. You can only assign this role to a user with no reportees.
To set up a topmost manager, navigate to Settings > User management > User hierarchy, and select the user's name to edit their permissions. Then, click 'Make topmost manager'. This will designate them as the topmost manager in your account. For more details, check out theoriginal guide.
More related questions
Can I change the topmost manager in Zendesk Sell?
Yes, you can change the topmost manager in Zendesk Sell. This requires admin access and ensuring the new manager has no reportees. To change the topmost manager, go to the Sell sidebar, click Settings > User management > User hierarchy, and select…
Why can't a user with reportees be made the topmost manager?
A user with reportees cannot be made the topmost manager because the role requires no subordinates. This ensures a clear hierarchy. The topmost manager is the ultimate point of contact in the hierarchy, so they must not have any direct reportees….
What should I do if I can't make a user the topmost manager?
If you can't make a user the topmost manager, check if they have any reportees. Reassign these reportees to the current topmost manager first. Once the user has no subordinates, you can proceed to make them the topmost manager by editing their user…
Is it possible to disable the user hierarchy in Zendesk Sell?
Currently, it's not possible to disable the user hierarchy in Zendesk Sell due to potential system conflicts. If you find the hierarchy restrictive, consider submitting a feature request to Zendesk's feedback forum. This allows product managers to…
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