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Deleting Custom WFM Roles in Zendesk

Find out how to delete custom WFM roles in Zendesk and what happens to agents assigned to those roles.

Can I delete custom WFM roles in Zendesk?

Yes, you can delete custom WFM roles in Zendesk. To do this, go to the Zendesk WFM web app, hover over the admin icon in the navigation bar, and select 'Roles and permissions'. Find the custom role you want to delete and click the 'Actions' menu, then select 'Delete'. Confirm your selection by clicking 'Delete role'. Note that standard WFM roles, like admin and agent, cannot be deleted. Once a custom role is deleted, any agents assigned to it are automatically reassigned to the standard WFM agent role.


More related questions

How can I edit WFM roles in Zendesk?

Editing WFM roles in Zendesk is straightforward. In the Zendesk WFM web app, hover over the admin icon in the navigation bar and select 'Roles and permissions'. Find the role you want to edit and modify the permissions by toggling them on or off….

What are the default WFM roles in Zendesk?

Zendesk provides two default WFM roles: Admin and Agent. These roles come pre-configured with specific permissions. While the Admin role cannot be edited except for renaming, the Agent role and any custom roles you create can be modified to suit…

How do I rename a WFM role in Zendesk?

Renaming a WFM role in Zendesk is simple. Navigate to the Zendesk WFM web app, hover over the admin icon, and select 'Roles and permissions'. Find the role you wish to rename, click the 'Actions' menu, and select 'Rename'. Enter the new name for…

What happens when I delete a custom WFM role in Zendesk?

When you delete a custom WFM role in Zendesk, any agents assigned to that role are automatically reassigned to the standard WFM agent role. This ensures that no agents are left without a role after the deletion. Remember, standard roles like Admin…

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