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Setting Up Teams in Zendesk WFM - Frequently asked questions

Discover answers to common questions about setting up teams in Zendesk WFM. Learn how to optimize team management and streamline workflows effectively.

Frequently asked questions

How do I access the Teams page in Zendesk WFM?

To access the Teams page in Zendesk WFM, you need to navigate through the admin interface. Start by hovering over the admin icon, then select 'Organization structure'. From there, click on 'Teams'. If you haven't created any teams yet, you'll be…

How can I create a team in Zendesk WFM?

Creating a team in Zendesk WFM is a straightforward process. First, access the Teams page and click on '+Add team'. Enter a team name and optionally add a description. Select a manager from the list of users by typing their name to find them…

Can agents and managers belong to multiple teams in Zendesk WFM?

Yes, agents and managers can belong to multiple teams in Zendesk WFM. This flexibility allows for better management of your workforce, as individuals can be part of different teams based on their roles and responsibilities. This feature is…

How do I edit or delete a team in Zendesk WFM?

Editing or deleting a team in Zendesk WFM is simple. Access the Teams page and hover over the team you wish to edit or delete. Click on the team to make your changes. After editing, click 'Done'. If you want to delete the team, click 'Delete…

How can I reassign agents to a different team in Zendesk WFM?

Reassigning agents to a different team in Zendesk WFM is a flexible process. First, access the Teams page and click on the team you want the agent to be assigned to. Click 'Edit users assigned to this team', then hover over the agents you want to…

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