Managing end users in Zendesk involves several tasks, such as adding new users, managing their settings, and merging duplicate accounts. You can also delete users if necessary. These tasks are typically performed on the Customers (end users) page, where you can also add custom fields to users for better organization.
To add team members in Zendesk, you need to access the Team members page. Here, you can add new agents or admins to your subscription. It's important to ensure you have enough agent seats available in your subscription plan before adding new team…
When removing team members in Zendesk, it's crucial to follow best practices to ensure a smooth transition. This includes reassigning any open tickets and responsibilities to other team members and considering the impact on your subscription….
Changing an agent to a light agent in Zendesk involves adjusting their permissions. Light agents have limited access compared to full agents, typically used for internal collaboration. You can modify these settings in the Roles page, ensuring the…
Bulk importing users in Zendesk is a convenient way to add multiple users at once. This process involves preparing a CSV file with user details and uploading it through the Zendesk interface. It's a time-saving method for onboarding large groups of…
Configuring end user access and sign-in in Zendesk involves setting up permissions and restrictions for users. You can enable anyone to submit tickets or restrict access to approved email addresses. Additionally, IP restrictions can be applied for…
Yes, you can enable multiple organizations for users in Zendesk. This feature allows users to be associated with more than one organization, which is useful for managing users who work across different departments or projects. You can manage these…
Upgrading an end user to an agent in Zendesk involves changing their user role. This can be done by accessing the user's profile and adjusting their role settings. It's important to ensure that your subscription plan supports the additional agent…