Setting Up Roles in Zendesk Sell - Frequently asked questions
Frequently asked questions
How do I create a custom role with advanced permissions in Zendesk Sell?
To create a custom role with advanced permissions in Zendesk Sell, you need admin rights and must enable advanced permissions. Start by clicking the Settings icon, then navigate to Manage > Users and open the Roles tab. Click 'New role' to begin…
What are the steps to update an existing role in Zendesk Sell?
Updating an existing role in Zendesk Sell is straightforward. Navigate to the Roles tab by clicking the Settings icon and selecting Manage > Users. Find the role you want to update and click its name. You can edit the role's name, description, or…
How can I delete a role in Zendesk Sell?
To delete a role in Zendesk Sell, ensure no users are assigned to it. Navigate to the Roles tab by clicking the Settings icon and selecting Manage > Users. Click the role you wish to delete and check the assigned users column. If users are…
Can I restrict delete access for a role in Zendesk Sell?
Yes, you can restrict delete access for a role in Zendesk Sell. This is done through the Configure Permissions settings, where you can specify a user's delete access. For example, you can set permissions so that users cannot delete any records,…
What permissions can I configure for leads in a Zendesk Sell role?
In Zendesk Sell, you can configure various permissions for leads within a role. These include viewing, adding, updating, reassigning ownership, and deleting leads. You can specify whose leads a user can interact with, such as their own,…
How do I assign users to a role in Zendesk Sell?
Once you've created a role in Zendesk Sell, you can assign users to it. Go to User Management > Roles, where you'll see a list of roles and the number of users assigned to each. To assign a user, simply select the role and add the user to it. This…
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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.”
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“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.”
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