Managing Roles in Zendesk Sell
How can I manage roles in Zendesk Sell?
Managing roles in Zendesk Sell is possible through the Roles tab, available on mid-level plans with advanced permissions activated.
You can view an overview of defined roles, their descriptions, and the number of users assigned to each role. You can add new roles or edit existing ones by clicking on the role name. Hovering over Assigned users will show you which users are assigned to a specific role.
More related questions
How do I manage users in Zendesk Sell using the User List?
Managing users in Zendesk Sell using the User List is straightforward. You can view a list of all users, search for specific users, and edit their profiles or permission settings. The User List tab provides columns such as Name, Access level,…
What is the User Hierarchy in Zendesk Sell and how do I use it?
The User Hierarchy in Zendesk Sell provides a visual overview of user permissions and relationships. It allows you to see how users and managers are connected. To use the User Hierarchy, you must activate it if you're on a mid-level Sell plan….
What are the access levels in Zendesk Sell and how do they affect user permissions?
Access levels in Zendesk Sell determine whether a user has full or limited permissions. These levels affect what users can see and do within the platform. On higher Sell plans, roles can be assigned to users, which further define their permissions….
How do I add or edit a user in Zendesk Sell?
To add or edit a user in Zendesk Sell, navigate to the User List tab. You can search for a user and click on their name to edit their profile or permission settings. Adding a new user involves setting up their profile and defining their access…
How do I deactivate or delete a user in Zendesk Sell?
Deactivating or deleting a user in Zendesk Sell can be done through the User List tab. Deactivating a user retains their data but removes their access, while deleting a user permanently removes them from the system. To deactivate or delete, find…
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