Steps to Create Custom WFM Roles in Zendesk
What are the steps to create custom WFM roles in Zendesk?
Creating custom WFM roles in Zendesk involves accessing the Roles and Permissions page, clicking the Add Role icon, and entering a role name.
Once you've added the role, you can define permissions by toggling them on and specify the Teams, Locations, and Workstreams that users assigned to this role will have access to. Don't forget to click Save to finalize your new role. For more detailed guidance, check out the originalZendesk help article.
More related questions
How do I access the Roles and Permissions page in Zendesk WFM?
To access the Roles and Permissions page in Zendesk WFM, simply hover over the admin icon in the navigation bar and select 'Roles and permissions'. This page is essential for managing your workforce management roles and permissions, allowing you to…
How can I assign users to custom WFM roles in Zendesk?
Assigning users to custom WFM roles in Zendesk is straightforward. Access the Roles and Permissions page, select the desired role, and click the Agents tab. From there, you can filter the list of agents or use the search bar to find specific users….
Can users be assigned to multiple WFM roles in Zendesk?
No, users in Zendesk can only be assigned to one WFM role at a time. By default, users are automatically assigned to either the standard WFM admin or agent role based on their role in your Zendesk account. When you assign a user to a new custom…
What should I consider before creating custom WFM roles?
Before creating custom WFM roles, it's important to align with stakeholders in your organization to determine the roles you'll need. This ensures that the roles you create reflect the unique positions and access requirements of your organization….
How do changes to WFM roles affect users in Zendesk?
Changes to WFM roles in Zendesk take effect immediately, and users will see these changes when they refresh their browsers or navigate to another page. This means that any updates to roles, such as new permissions or reassignments, are instantly…
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