Tips for Editing Custom Role Names in Zendesk
Ensure custom role names in Zendesk are unique and not similar to system roles to avoid editing restrictions.
What should I keep in mind when editing a custom role's name in Zendesk?
When editing a custom role's name in Zendesk, ensure that the name is unique and not too similar to existing roles. If the name is too similar to a system role like 'Admins' or 'Team Leads', you won't be able to change the description unless the role's name is also changed.
This is important to maintain clarity and avoid confusion within your team. Always save your changes after editing to ensure they are applied.
More related questions
How can I view and edit a custom role in Zendesk?
To view and edit a custom role in Zendesk, navigate to the Admin Center and select 'People' in the sidebar, then choose 'Team > Roles'. Hover over the role you want to view and click the option menu icon to select 'View' or 'Edit'. In the detailed…
How do I delete a custom role in Zendesk?
To delete a custom role in Zendesk, first ensure no agents are assigned to it. If agents are assigned, you must remove them before proceeding. Once no agents are assigned, go to the Admin Center, click 'People' in the sidebar, then 'Team > Roles'….
Can I assign a default role when creating new agents in Zendesk?
Currently, Zendesk does not support assigning a specific default role when creating new agents. However, a workaround is to create a custom role named 'Default Role'. This makes it easy and quick to assign this role when setting up new agents or…
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