You can add team members (agents and admins) manually, through a bulk import of users, or through the Zendesk API. You must be an admin to add team members.
This article covers the following topics:
Adding a team member
Admins can add all types of users (customers, agents, and other admins). The account owner can also add agent seats to your subscription. The account owner is included as an agent seat in your subscription.
- In Admin Center, click the People icon () in the sidebar, then select Team > Team members.
- At the top of the page click add user.
- Enter the user's Name and Email.
- Choose Staff member for the User type.
- Select a Role.
- Click Add.
Note: If you receive an error, you might need to purchase more agent seats. Depending on your account, owners can add agent seats a few different ways (see Adding agent seats to your subscription).
- In the user's profile, enter user information (see About the user options below), set agent permission (see About agent privileges and ticket access), and then change the agent's default group, if needed (see Changing the default group for your account or a team member).
On Enterprise plans, agent permissions are not set in the user profile, but are determined by the custom role you select for the agent (see Creating custom roles and assigning agents).
- 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.
The new team member is saved automatically, so when you are finished you can simply navigate away. The new team member receives the welcome email and verification link to choose a password and sign in for the first time.
About the user options
The following table describes the options that can be set for a new user.
|Email address used for all email communications with the user.|
|Role||Defines the user's function and access level in your Zendesk Support. There are two user types: End user and Staff Member. Customers are assigned the role end user. Staff members can be assigned a variety of roles, such as agent or administrator. On Enterprise plans, you can create custom roles for agents. Roles and product access are managed in Admin Center. Only admins can change a user's role.|
|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 a team member to use on all communications with customers (also called end users) instead of their real name. If this field blank is blank, the team member's real name is used in email communications.|
|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 you may not have enabled user tagging.
For more information about user tags, see Adding tags to users and organizations.
|Organization||A collection of users (typically customers, but can include team members) created by an admin. 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 Support 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 team members but not customers.|
|Notes||Additional notes about the user. Notes are visible to other team members but not customers.|
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.
|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 information about groups, see Creating groups.
Define the agent's access to tickets as one of the following:
|Comments||Determine the type of comments an agent can make on tickets.