About the Team members page

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12 Comments

  • Helene H.

    How do I access the Team Members page? I need to do some clean up. 

    The People icon doesn't show up in my sidebar or top left menu and I'm the account owner and admin. Why is that? 

    0
  • Joyce
    Zendesk Customer Care

    Hey Helene!

    The Team members page is part of the roll-out of moving the Support settings in the Admin Center. This feature started rolling out to accounts on September 13, 2021, and should take about a week. See this article for more information: About Support settings in Admin Center

    This feature is available for accounts with the Support Suite Team plans and higher as well as Support Team, Professional, and Enterprise plans. If you are subscribed to one of these plans and the feature is not yet available, this means that it is not yet being rolled out in your account but should be available in the coming days.

    Hope this helps!

    0
  • Jamie Noell

    Great addition!  Please include the default group in this listing on the new Team Members page.  We often need to audit who has what access but want to divide up the list to the respective group owners to confirm when we download the list.

     

    4
  • Meg Gunther

    This is great, but you it would be great if you added a column for role and one for default group.  

    3
  • Dave Dyson
    Hi everyone, 
     
    Our Feedback - Admin Center topic is the best place to leave feedback for the Team Members page. There's already a post requesting we add a column for Role, but I don't yet see a post related to adding Default Group. We have a template there that will help ensure our product team gets the use-case information they need. I know it seems like extra work to post there, but we receive thousands of pieces of feedback each month, and having it all in one place is the best way to ensure that it's all seen by our product team. Thanks!
    0
  • Lohith S

    Hi Team,

    Recently there was an announcement to the changes in Organization page. Can we get something similar to the Agent page as well ?

    Like adding a department, region, telephone etc ? There is no way we can categorize Agents apart from the Roles we have today.

    0
  • Dave Dyson
    Hi Lohith, 
     
    Can you add your use case (e.g., the columns you'd like to see, or ways you'd like to be able to filter agents in the Team Members page) to this product feedback thread? Save Filters and Additional Columns for Team Member Page
    0
  • Susann (Sue) Philbrook

    Can I export the Team Members page as a report?

     

    1
  • Audrey Ann Cipriano
    Zendesk Customer Care

    Hi Susann (Sue) Philbrook it's currently not possible to export the Team members page as a report. I do know we have this feature in our road map and hopefully this will be released soon! :) 

    In the meantime, if you need a list of your agents along with the product licenses assigned to them, please message us and we'd be happy to use our internal tools to export it on your behalf. Thank you! 

    0
  • Susann (Sue) Philbrook

    Hi Audrey,

    Thanks for the reply. It's more about tracking who actively uses the licenses (last sign-in date) since we have a limited number of licenses available (and will not be getting anymore).

    I tried creating a report based upon the same fields as the Team members page and failed. 

    I am able to highlight everything on the page and then paste into Word or Excel and do additional clean up, but it would be nice to have an export feature available on many of the internal Zendesk pages used to manage different aspects of the system.

    0
  • Audrey Ann Cipriano
    Zendesk Customer Care

    Hi Susann (Sue) Philbrook thanks for your reply as well! 

    As for the last sign in date of your agents, I found the articles below for you - these has options on how you can get this data as well as create a report in Explore.

    I also encourage you to follow our Release Notes page so you will be notified as soon as the feature to export the Team Members list will be released. Thank you!

    0
  • Susann (Sue) Philbrook

    Thanks Audrey. The problem with the report described in the article is that it is based on actual tickets. Since anyone can submit a ticket, this will not work. I am looking for exactly what the Team Members page provides, as a downloand. It tells me who has a license and when (or if they ever) signed into Zendesk.
    If Zendesk could add the download feature to all areas of Zendesk, that would be great. There are other areas where list download would be helpful (for instance, lists of added/changed functions and the dates they were last updated, and by whom. I was working in Myndbend workflows updating a field and once closed, I could not tell which workflow I had worked on last. Just an example, but it can be tedious work that you cannot finish all in one sitting. Easily detecting where you last left off would be a great time saver!
    Sorry, for taking this in a further direction. The point being add a download function to all areas of Zendesk.

    0

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