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Managing User Access in WFM Account - Frequently asked questions

Explore common questions about managing user access in your WFM account. Learn how to handle permissions, roles, and more to optimize your workflow.

Frequently asked questions

How can I manage user access in my Zendesk WFM account?

You can manage user access in your Zendesk WFM account using the allow list and block list. These tools help you control which users can access the WFM features. The allow list lets you specify users who can access the WFM account, while the block…

What is the allow list in Zendesk WFM and how do I use it?

The allow list in Zendesk WFM is a feature that lets you specify which users can access your WFM account. By turning on the allow list, only users you add to it will have access to the WFM app. This is useful for organizations with restrictive…

How does the block list work in Zendesk WFM?

The block list in Zendesk WFM is used to restrict certain users from accessing your WFM account. Users on the block list won't have their activities tracked. To use the block list, go to the Access control tab in Account settings, toggle the Block…

How can I resync users to my Zendesk WFM account?

If you've just added users to your Zendesk account, they will automatically sync to your WFM account within 12 hours. However, if you need to manage their access sooner, you can manually resync them from the User management page. This ensures that…

Can I use both the allow list and block list simultaneously in Zendesk WFM?

No, you cannot use both the allow list and block list at the same time in Zendesk WFM. You must choose one method to manage user access. This means you either specify users who can access the WFM account using the allow list or restrict users using…

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