The User Management page in Zendesk WFM provides a comprehensive view of your team members' information, such as their roles, teams, and workstreams.
You can see details like the team member's full name, email address, WFM role, default group, assigned teams, workstreams, location, shift, and status. This information is view-only, so if you need to make changes, you'll have to refer to the relevant sections for editing profiles or roles.
To access the User Management page in Zendesk WFM, simply hover over the admin icon in the navigation bar and select User management. This page is your go-to spot for viewing all your team members' information. Once you're on the User Management…
Searching for team members in Zendesk WFM is a breeze. You can search by name or email address directly from the User Management page. Simply enter the team member's name, partial name, or email address in the search bar. You can also filter the…
Filtering and sorting team members in Zendesk WFM helps you organize your view. You can filter by columns like role or workstream and sort by name or status. To filter, click the Filter button on the User Management page, choose a column, and…
Refreshing the team members list in Zendesk WFM ensures you have the most up-to-date information. By default, the list syncs every 12 hours. If you need to see changes sooner, you can manually sync the list. Just click the Resync Agent List icon in…