Accessing and using the People page

From the People management admin page, you can perform a number of administrative actions related to People management, including viewing, adding, and managing users, groups, organizations, and roles.

This article covers the following topics:

• Accessing the People management admin page
• Using the People management admin page

Accessing the People management admin page

The People management page is accessed from the Zendesk Support Admin home page.

To view the People management page

• Click the Admin icon () in the sidebar, then select Manage > People.

  The People page opens.

  

An clickable list of your account's users, along with options for adding and finding other People-related elements, is displayed on the People management page.

Using the People management admin page

On the People management admin page, you can perform a number of actions related to the users, groups, organizations, roles, and tags associated with your Support account.

See the sections below for descriptions of the available actions.

Adding users, groups, organizations, and roles

At the top of the page, to the right of the page title, you can add users, groups, organizations, and roles to your account.

To add a People element

• Click one of the following to add the element. Use the links below for more information on each action:
  • user (including agents, administrators, and end users)
  • group
  • organization
  • role

Searching and browsing

You can use the available search tool, or the browse links below it, to locate People-related data including users, groups, organizations, and roles, as well as any tags you have added to users or organizations.

To perform a search

• Enter a keyword or term in the search tool. When you search from this page, the results are restricted to People data.

  For information on searching People data, including tips for more advanced searches, see Searching users, groups, and organizations.

If you want to view a list of all saved data of a particular type, you can use the browse links.

To browse People-related data

• Click the element in the browse list. The People management page reloads to display the results.

  You can view and edit items in the results list. use the links below for more information on working with these items:

  • Editing users
  • Editing and deleting groups
  • Editing and deleting organizations
  • Creating custom agent roles
  • Managing user and organization tags