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.
- In Admin Center, click the People icon (
) in the sidebar, then select Team > Team members.
- 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.
- On the Team members preview page, click Filter.
- 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.
- Click Apply filters.
- On the Team members preview page, click Filter.
- 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.
- 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.
- 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.
- In Admin Center, click the People icon (
) in the sidebar, then select Team > Team members.
15 Comments
Not bad, but still a couple of things missing!!
We need access to additional fields in this list, eg: Tags and Groups
Exports would be good
Are their plans to make this accessible via API? This would allow us to query and email results to finance, accounting, and operations for license management activities.
Use Case:
1. Let ops know there are licenses to free up due to lack of usage
2. Let analyst know if new licenses are required
3. Let finance know if allocations are growing or staying inline with contracts
This team list page is turning out really well! Adding to the previous suggestions, it would also be great to have the ability:
Thanks!
Hi,
Just checked out the page--nice work!
I'd like to make a suggestion to make it easier to see how may seats are occupied.
Current user page says "X of X seats used" at the top. Nice and easy.
The new page count is for ALL agent users, including light agent who don't occupy seats.
So agent counts are higher on the new page vs the current page. While you can filter to see ONLY the light agents and do the math, it would be more user friendly for admins to see seat capacity at a glance like we can today.
I think it's a great feature. But I want your team to go a little further.
Currently, the team members page provides filtering, but there is no option to filter "suspended" values yet.
We want to suspend an agent that has not logged in for 90 days. So we want to find agents that have not logged in for 90 days and whose suspend value is "false".
I hope this filtering option is added soon.
I cannot figure out how to create new agents from existing "people" on this new page. We used to simply have someone send an email in, which would create their User in Zendesk, I could then go to people and upgrade them to an agent. Now I can only find Agents, I can't find all the "people" in Zendesk so I can't add any new agents the way I used to. I really need some help figuring out how to add new agents now that I can no longer see all the "people" in Zendesk. HELP!
Isaiah,
You should find the new "agent" under the Customers tab on the left banner in Support. Edit the user type on this agent from End User to Staff Member. They they will show up in the People list on the new admin page.
The ability to select multiple Team Members at once and set all of their access and roles at once would be greatly appreciated!
Welcome to the community! Would you mind upvoting and adding your use case to this existing product feedback thread? New Team Member Page
A few weeks ago you added the Role to the page. (Yay!)
Today I see that the name and email are grouped. (Boo!)
There is no easy way for me to download my 700+ agents and their information. Until today I could do a click - drag - copy - paste on 8 pages of data. Poor experience, but not as bad as it was before you added the role.
Now if I do click - drag - copy - paste I have to do a lot of extra data manipulation in my spreadsheet that I didn't have to do before.
I am so frustrated that Zendesk made this change!
Love the ability to filter, and love the new look. But I do audits against our HR records on a regular basis and with hundreds of agents, there is no way to export the data. As a couple others have stated, I have do quite a bit of copy/paste and then manipulation to get a list of agents. Seems like there should be a better way to get a list of your current agents.
One other way to get a list of agents (if you have the Administrator role) is to click on the Super Admin icon at the bottom of the left menu bar. You can only export 100 at a time, and you can't choose which fields to export, but at this point it's easier to use than the team list.
Sy Sussman - super interested in this - but are you referring to the super admin app? Do you currently use this, like it?
Crystal Shepherd : yes, it's the app. It's the best way for us to download information about our 700+ agents and light agents, with the caveats listed above.
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