Accessing and using the team list (preview)

Tip: The Team members page is getting a new look. Use this preview to get a sneak peek of the new and improved team management experience as it is developed. At this time, you still need to use the original Team members page to manage your team.

The preview of the new team list in Zendesk Admin Center provides a valuable and focused place for administrators to manage their team (formerly called staff or agents). Now, in addition to assigning product access and roles to individual members in Admin Center, you can also see the list of all team members—from agents to admins—in a single location.

The following topics are covered in this article:

• Accessing the team list preview
• Searching and filtering the list of team members
• Accessing the agents tab on the People page

If you're looking for more information about end users (also called customers), see Adding end users.

Accessing the team list preview

Deciding to preview the new team member list is risk-free. You'll still have access to the agents list on the People page.

To open the Team members preview page

1. In Admin Center, click the People icon () in the sidebar, then select Team > Team members.
2. Click Get a sneak peek at the new Team members page in the banner at the top of the page.

   The preview of the new Team members page opens in a new tab.

Searching and filtering the list of team members

The list of team members can be searched by name and email address, filtered by product roles and last sign-in, and sorted by last sign-in.

Searching for team members

Using the search bar at the top of the page to search by name or email address is the quickest way to find a team member. You can search the whole list or you can filter the list and search only the filtered results.

• On the Team members preview page, enter a team member’s whole or partial name or email address in the search bar and click Search.

For more information, see Finding and managing users.

Filtering the list of team members

You can filter the list by a team member’s role assignment per product or by the date that they last signed in.

To filter the team list by product role

1. On the Team members preview page, click Filter.
2. Use the Product and role field to select Any role or a specific role type by product. More than one product and role can be selected.

   If you select roles for different products, the list will show team members who fill both of those roles. However, if you select multiple roles for a single product, the list will be filtered to show all team members who have one of those roles. For example, filtering by Support Agent and Guide Agent would return team members who are agents for both Support and Guide, but if you filter by Support Agent and Support Admin, the list would reflect team members who are either agents or admins for Support.

3. Click Apply filters.

To filter the team list by last sign-in

1. On the Team members preview page, click Filter.
2. Under Last sign-in, select the time period for which you want to see the most recent sign-ins.

   You can also select Never to see a list of team members who haven't signed in yet.

3. Click Apply filters.

Sorting the list of team members

Filtering doesn't change the order of the list. By default, the team list is organized alphabetically by team member name, but you can sort it by team member's last sign-in. If you sort the list before searching, the set sort order is retained in the search results.

To sort the team list by last sign-in

• On the Team members page, at the top of the Last sign-in column, click the sort icon () to sort the list by most recent to least recent () or vice versa ().

Accessing the agents tab on the People page

During the team list preview, some team management tasks can only be done from the original Team members page. For example, the team list preview doesn't support adding or deleting new team members yet; that must still be done on the original Team members page.

The preview of the team list opens in a new tab in your browser. To return to the original Team members page, just click back to that tab or navigate there directly.

To access the original Team members page

• In Admin Center, click the People icon () in the sidebar, then select Team > Team members.