How to View and Edit Custom Roles in Zendesk
How can I view and edit a custom role in Zendesk?
To view and edit a custom role in Zendesk, navigate to the Admin Center and select 'People' in the sidebar, then choose 'Team > Roles'. Hover over the role you want to view and click the option menu icon to select 'View' or 'Edit'.
In the detailed view, you can modify the role's permissions and access, and see a list of agents assigned to the role. Remember, if you're an agent with permission to manage roles, you can't modify your own role assignment or permissions. For more details, check out theoriginal link.
More related questions
What should I keep in mind when editing a custom role's name in Zendesk?
When editing a custom role's name in Zendesk, ensure that the name is unique and not too similar to existing roles. If the name is too similar to a system role like 'Admins' or 'Team Leads', you won't be able to change the description unless the…
How do I delete a custom role in Zendesk?
To delete a custom role in Zendesk, first ensure no agents are assigned to it. If agents are assigned, you must remove them before proceeding. Once no agents are assigned, go to the Admin Center, click 'People' in the sidebar, then 'Team > Roles'….
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Currently, Zendesk does not support assigning a specific default role when creating new agents. However, a workaround is to create a custom role named 'Default Role'. This makes it easy and quick to assign this role when setting up new agents or…
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