Updating Existing Roles in Zendesk Sell
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 permissions. Once you've made your changes, click 'Save'. Remember, updates are applied to all users assigned to that role immediately.
More related 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…
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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