To grant an agent access to a Zendesk product, you need to set their product access role from their user profile in the Admin Center. First, ensure the agent is added as a new Staff user if they aren't already on your account. You can find detailed instructions on adding agents and admins in the Zendesk help articles.
Once the agent is added, navigate to their user profile. You can do this by going to Admin Center > People > Team > Team members, or by using the search function to find their profile. Once you're in the agent's profile, click on 'Manage role in Admin Center' from the left sidebar. Here, you can review and adjust the roles for each Zendesk product to grant the necessary access. For more detailed guidance, check out the video tutorial linked in the originalZendesk help article.
Adding a new agent to Zendesk involves a few straightforward steps. First, ensure the agent is added as a new Staff user if they aren't already part of your account. You can find detailed instructions on this process in the Zendesk help articles….
You can manage an agent's role in Zendesk from their user profile in the Admin Center. To access this, navigate to Admin Center > People > Team > Team members, or use the search function to find the agent's profile. Once you're in the agent's…
To review and change an agent's product roles in Zendesk, access their user profile in the Admin Center. You can do this by navigating to Admin Center > People > Team > Team members, or by using the search function to find their profile. Once in…