Adding end-users, agents, and administrators

all plans

You can add users to your Zendesk manually one at a time, through a bulk import of users, through the Zendesk API, and also as new end-users submit requests for the first time. The term users here also refers to agents and administrators.

This article covers the following topics:

Once users have been added, you can organize them and manage the workflow using groups and organizations. See About organizations and groups .

For more information about adding users with the Zendesk API, see Zendesk REST API: Introduction .

Adding a user

Administrators can add end-users, agents, and administrators. The account owner can also add agent seats to your subscription. The account owner is included as an agent seat in your subscription. 

Agents can add end-users only. Keep in mind agents with restricted ticket access can't create end-users using the steps below. This applies to agents whose access is set to anything other than All tickets in their user profile.

For information about the administrator and agent roles, see Understanding Zendesk user roles .

To add a user
  1. Hover over the +add tab, then select User .
  2. Enter the user's full name, email address, and role in the pop-up dialog box.
  3. Click Add .
    Note: If you get an error, you might need to purchase more agent seats. For details, see Adding agent seats to your subscription
  4. After clicking Add , you will be re-directed to the user's profile page where you can update their groups and enter user information (see About the user options below ).
  5. If you're adding an agent, set privileges for the agent (see About agent privileges and ticket access below).

    If you are on Enterprise, skip this step. Agent permissions are determined by the custom role you select for the agent. For more information about Enterprise custom roles, see Custom agent roles .

  6. If you want to add additional contact information, click Add contact , select the type of contact, then enter the contact info in the field that appears. Repeat as needed.
  7. The new user is saved automatically, so when you are finished you can simply navigate away. The new user receives the welcome email and verification link to choose a password and sign in for the first time.
Users can also be added in a bulk import. See Bulk importing users and organizations

You can also watch this short video about adding agents.

Adding an Agent (01:02)

About the user options

The following table describes the options that can be set for a new user.

Note: On Essential, the user data options are limited to Role, Email, Contacts, Details, and Notes.
Profile dataDescription
Name User's name.
Email Email address used for all email communications with the user.
Role Defines the user's function and access level in your Zendesk. There are three user types: End-user, Agent, Administrator. On Enterprise, you can create custom roles for agents. Only administrators can change a user's role.

For information about roles for Essential, Team, and Professional, see Understanding Zendesk user roles . For Enterprise, see Using custom agent roles .

Contacts Other contact information for the user, such as Phone, Twitter handle, Facebook page, and Google account.
Phone Personal telephone number for the user.
Alias (Professional and Enterprise) Alternative name for an agent to use on all communications with end-users instead of the agent's real name. If this field blank is blank, the agent's real name will be used in email communications.

For more information, see Adding an agent alias .

Signature Closing line added to an agent's email notifications.
Tags List of tags that will automatically be added to new tickets created by this user. Separate tags with a space. Tags are added to new tickets only, not updated tickets. This is an optional feature and your Zendesk may not have enabled user tagging.

For more information about user tags, see Adding tags to users and organizations .

Organization A collection of users (both end-users and agents) created by an administrator. On the Team plan, users can belong to only one organization. On Professional and Enterprise, users can belong to multiple organizations, up to 300. A user does not have to belong to any organization, however.

For more information, see About organizations and groups .

Language Language the user will view your Zendesk in. This setting affects this user only.
Time zone Local time zone for the user; used to time stamp tickets. This setting affects this user only.
Details Additional details about the user. Address, for example. Details are visible to other agents but not end-users.
Notes Additional notes about the user. Notes are visible to other agents but not end-users.

About agent privileges and ticket access

When you add agents you need to define their privileges (groups they will be assigned to, their access to tickets, if they can make both public and private comments, and their forums access). These privileges are described in the following table.

Note: On Enterprise, you set the groups an agent belongs to in the agent's profile, but you do not set agent permissions and ticket access in the agent's profile. Agent permissions and access (except for groups) are determined by the custom role you select for the agent. To set agent privileges and ticket access for Enterprise, see Creating custom roles and assigning agents .
Note: On Essential, the agent's profile do not include all of the permissions options described in the following table. On Enterprise, the agent's profile does not include all the options described in the following table, as they are determined by the agent's custom role.

 

PrivilegesDescription
Groups List of groups the agent belongs to. Agents must belong to at least one group.

Click the group name to edit the groups for the agent. For more information about groups see, Creating, managing, and using groups .

 

Access
Define the agent's access to tickets as one of the following:
  • All tickets
  • Tickets in agent's groups
  • Tickets in agent's org
  • Assigned tickets only

    If you select to restrict the agent to an organization, you must also set the agent's organization (on the Add user page). See Restricting an agent to one organization .

    Notwithstanding ticket access restrictions, CC'ing an agent on any ticket lets the agent receive email notifications of all public and private updates to the ticket.

    Note: On Enterprise, you do not set agent ticket access in the user's profiles. Agent permissions are determined by the custom role you select for the agent (see Custom agent roles ).
Comments Determine the type of comments an agent can make on tickets.
  • Notes and replies enables the agent to add both internal notes and public replies to tickets.
  • Notes only enables the agent to add only internal notes to tickets.
Help Center

(if you have Help Center enabled)

Set the Help Center privileges for the agent.

  • Viewer means the agent has regular agent permissions for the Help Center.
  • Manager means the agent has full privileges in the Help Center, including modifying the content and design of the Help Center.

See About Help Center user roles .

Note: Permission for agents who are Help Center Viewers to add and edit articles and posts is set at the section level in the knowledge base (see Allowing agents to add or edit articles ) and at the topic level in the community (see Allowing agents to add or edit posts in community topics ).
Forums (Web portal) Set the Web portal privileges for the agent.
  • Viewer means that the agent cannot moderate forums.
  • Editor enables the agent to moderate forums.

Removing or replacing an agent

To replace an agent with another agent, demote the current agent to an end-user and then add a new agent. By demoting instead of deleting an agent, you can preserve some information about the agent.

Tip: Check out Casem's support tip for best practices for removing agents .

To remove an agent

  1. Make sure to reassign all the tickets currently assigned to the agent.
  2. Open the agent's profile page. Click Admin ( ) > Manage > People > Agents , and then click the Edit button on the right side of the agent's name.
  3. Downgrade the agent by selecting End-user as the new Role.
  4. Confirm that you want to downgrade the agent's role.
  5. Update any triggers and automations that auto-assigned tickets to the agent.

If you want to completely remove the agent after the downgrade, use the User options arrow in the upper right on the profile page.

Have more questions? Submit a request

Comments

  • 0

    Hi.  What happens to a user's tickets  if you delete the user?  I'm thinking in terms of who the ticket lists as the requestor, and all the posts entered in any ticket previously be the deleted user - who owns them?

  • 0

    Steve,

    As mentioned in the article, you can't delete a user/requester until all their tickets are closed. Once that happens and you delete the user/requester, there will still be references to that deleted user in those closed tickets. 

  • 0

    What about editing users in bulk?

    i.e We might take on a couple on new stores, so we would need to change the organisations and tags and the like for multiple users

  • 0

    Anton:

    How does one tell through the XML output that a user is marked as suspended?  Is there a field which exposes this fact? 

    Also, why is organization suspension no longer an option?

  • 0

    Will there be the ability to do a mass suspension?  Like all members under organizations?

  • 0

    Neil, 

    The user XML export does not currently include the suspended status. Also, suspending an organization was never possible. It may be in the near future. 

  • 0

    Jason, 

    Would these be new users? From new stores? If you originally added your users via a bulk import, you can update their data and re-import that user data. You can also do that with the API. 

  • 0

    Matt, 

    Right now you can only suspend users one at a time. 

  • 0

    Can I, as an admin, reset an agent's password?

  • 0

    @Josh, Yes! You can go to their profile page at Manage > People, to the 'Identities' tab, and enter a new password for them, making sure that it meets the password security level you have in place in your system. 

  • 0
    Avatar
    Michelle Wong Esguerra

    I agree with Matt. Mass suspension feature would be great. Or at least the ability to suspend from the People view without having to click on each person's name, then action before we are able to suspend. Thanks!

  • 0

    Matt, so if we are syncing our user accounts to Zendesk, it should be safe to remove Zendesk users if they have left our internal organisation? (i.e. assuming they have no open tickets?) and their history of older tickets will still be around and searchable?

    Also, it doesn't seem you can suspend a user via the rest api, is that true?

  • 0

    Sorry, didn't mean to target that question to Matt, oops

  • 0

    Hi, Colin -  Are you using remote authentication to synch your users? If so, any changes you make in your own system will propagate to Zendesk. If you remove a user from your system, they won't have access to Zendesk. In that case, it would be totally safe to remove a user (though, you won't be able to until they have no open tickets). Let me know if that's not what you're asking. 

  • 0

    Is this unavailable from the API?  I don't see a suspend field there.

  • 0

    Using the API you can set a user to inactive. See the section called Destroy in this topic: http://www.zendesk.com/support/api/users. 

  • 0

    Gah, that is definitely not the same thing as suspend.  Unfortunately I tried it and it actually deleted the User - is there any way to undelete??

  • 0

    I just manually recreated the deleted user (which thankfully wasn't associated with anything).  The real suspend flag can apparently only be set by the usual http auth to:

    PUT /users/{{user_id}}

    Content-Type: application/x-www-form-urlencoded

     

    user[suspended]=true

  • 0

    Is there an easier way to filter out the Suspended users? I like to put all the Suspended users into an organization called "Spam users". So, whenever they email again, I can route them to Spam folder directly instead to the Suspended Tickets. Anyone see anything wrong with that approach?

    Now, my challenge now is how to filter out the Suspended users from the thousands of good users. Any suggestion?

  • 0

    No I still haven't found anything on this...

  • 0

    Is there an easier way to export the user information out directly?

    I wish to export them out so that I can update changes into the table and import them back again. 

  • 0

    It seems I cannot set a new agent's password unless he logged in at least one time. This is really annoying when I want to set up a new agent and just email him his credentials (without me having to rely on him fishing the invitation email out of his spam folder). Is there no other way?

  • 0

    Gotta say, there are an **awful lot **of unanswered forum posts like these. Worries me somewhat as an evaluator.

  • 0

    Hello :)  When adding a new user, I get the box which asks for name and email.  Can I add role to that box as well? 

    Thanks!

  • 0

    Hi Sabrina, 

    At this time that's as much information as can be entered in the box. I'll send your feedback along to the Product team - I agree it would be nice to be able to enter the Role there at the same time!

  • 0

    Is there a way to deactivate the Welcome mail that is sent to new users? I've looked in Triggers and Automations, but couldn't find anything regarding that option.

  • 0

    Hello Nadia,

    In order to restrict the welcome email from being sent to your customers, you need to modify your end-user settings. Only administrators can make the following changes to the end-user settings.

    To modify account settings:

    1. Click the Manage icon ( ) in the sidebar, then select Customers.
      Zendesk Classic: Select the Settings menu, then select End-users.

    2. In the Anyone can submit tickets section, check the Enabled option.

    3. Next, uncheck the option called Ask users to register.

    4. Finally, in the User welcome email section, uncheck the Also send verification email when a new user is created by an agent or administrator option.

    5. Click Save Changes.

    When an unregistered end-user submits a request for the first time, they are added to your Zendesk as a new end-user. They receive the request confirmation email but not the verification request email. They remain unverified in your Zendesk.

  • 0

    Perfect! Thanks, Brandon. 

  • 0

    Is there a pricing difference for Administrators & Agents? We will need developer accounts but they probably won't field to many tickets. Do we pay for an account for an API user?

  • 0

    Hi Tom, 

    There's no difference between pricing for Admins and Agents since they can both handle tickets. The only pricing difference based on someone's role comes with the Enterprise plan where you have the option of Light Agents. These agents can sign into your Zendesk and view tickets but they can't be assigned tickets, make public replies or access ticket fields - they are mostly for internal use. We don't have an API user role unfortunately; maybe if you can say a little more how you would use the developer accounts we can think of some options? What would they need to do or have access to?

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