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Understanding the Roles Page - Frequently asked questions

Explore common questions about the Roles page in Zendesk. Learn about role management, permissions, and how to effectively use this feature.

Frequently asked questions

How do I access the Roles page in Zendesk Admin Center?

To access the Roles page in Zendesk Admin Center, simply navigate to the People section in the sidebar and select Team > Roles. This will take you to a dedicated area where you can manage roles for your team. The Roles page is designed to help…

What can I do on the Roles page in Zendesk?

The Roles page in Zendesk is your go-to spot for managing team roles. Here, you can view a list of all default and custom roles, sort them by the number of team members assigned, and perform actions like editing, cloning, or deleting roles….

How can I create a new role in Zendesk?

Creating a new role in Zendesk is straightforward. On the Roles page, you have the option to create a new role from scratch, allowing you to tailor permissions and responsibilities to fit your team's needs. To do this, navigate to the Roles page…

How do I edit or delete a role in Zendesk?

Editing or deleting a role in Zendesk is simple. On the Roles page, use the menu icon next to the role you wish to modify. From there, you can choose to edit the role's details or delete it entirely if it's no longer needed. This functionality…

How can I assign a role to team members in Zendesk?

Assigning a role to team members in Zendesk is a breeze. Once you're on the detailed view of a role, use the Actions button to assign it to the appropriate team members. This feature ensures that each team member has the correct role, aligning…

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