Viewing WFM Team Member Profiles - Frequently asked questions
Frequently asked questions
How do I view a team member's WFM profile in Zendesk?
To view a team member's WFM profile in Zendesk, you need to access the User Management section. In the Zendesk WFM web app, hover over the admin icon in the navigation bar and select User management. From there, you can click on any team member to…
What is the difference between a WFM user profile and a Zendesk user profile?
A WFM user profile is different from a Zendesk user profile as it contains specific details related to workforce management. This includes the team member's name, email address, time zone, tracking, and status settings. These details are crucial…
How can I edit a team member's task lock settings in Zendesk WFM?
To edit a team member's task lock settings in Zendesk WFM, navigate to the User Management page in the WFM web app. Click on the team member whose settings you want to edit. Under the Tracking section, you can select or deselect the checkbox for…
Why can't I see the 'Tracking' section in a WFM user's profile?
If the 'Tracking' section and 'Allow Task Lock' options do not appear in a WFM user's profile, it might be due to account-level settings overriding individual user settings. Ensure that you are accessing the correct user profile and that the…
How do user settings affect account-level settings in Zendesk WFM?
In Zendesk WFM, user settings take precedence over account-level settings. This means that if you edit a team member's task lock setting from their WFM profile, the changes apply only to that team member. Any subsequent changes to the account-level…
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