Managing Users in Zendesk - Frequently asked questions
Frequently asked questions
How do I add team members in Zendesk?
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…
What are the best practices for removing team members in Zendesk?
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….
How can I change an agent to a light agent in Zendesk?
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…
How do I manage end users in Zendesk?
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,…
What is the process for bulk importing users in Zendesk?
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…
How can I configure end user access and sign-in in Zendesk?
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…
Can I enable multiple organizations for users in Zendesk?
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…
How do I upgrade an end user to an agent in Zendesk?
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…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
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