Groups in Zendesk help organize your team members efficiently. They can be used to assign tickets, create views, macros, send notifications, and report on performance. However, it's important to ensure that each group has a clear purpose to avoid confusion and potential ticket mismanagement. Avoid creating groups that mirror your organization's structure too closely, as this can complicate ticket reassignment. For more details, check out the originalZendesk Fine Tuning article.
Roles in Zendesk define the permissions of your agents, and each user can only have one role. It's crucial to create as few roles as possible to maintain scalability and manageability. Limit the number of users with Admin permissions to avoid…
Organizations in Zendesk allow you to group end users, which can be useful for routing and reporting. Each ticket can only belong to one organization, so it's important to assign default organizations correctly. Organization tags are added to…
User fields and organization fields in Zendesk are used to store information in profiles that can influence business rules and ticket handling. They can be custom fields like drop-down lists, text, numeric, and more. It's best to use drop-down and…
Ticket fields in Zendesk are crucial for storing information, routing, and prioritizing tickets. Use drop-down fields for clean reporting and effective business rules. Ticket forms display these fields and should only ask for relevant information…