Admins can set and manage your Zendesk Workforce management (WFM) account settings.
Account settings include general account information, such as your organization’s name and the account owner, as well as time zone preferences, agent tracking, and options for the WFM app in Zendesk Support.
This article contains the following sections:
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Accessing WFM account settings
Admins can access the WFM Account settings page.
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In the Zendesk WFM web app, hover over the admin icon (
) in the navigation bar, then select Account settings.
About WFM account settings
From the Account settings page, users with permission can manage general information for your organization, as well as other app options.
You can also control access to your account. See Managing user access in your WFM account for more information.
The table below describes your WFM account settings.
Setting | Description |
---|---|
Company name | Your organization's name. |
Full name | The first and last name of the account owner. The account owner must be an admin in both Zendesk Support and WFM. |
The account owner’s email address. | |
Time preferences: | |
|
Your default WFM account time zone. Note that the account’s default time zone applies only when a user doesn’t have an assigned time zone. See Adding a location to set a user’s time zone. |
|
Choose either Sunday or Monday as the start of your work week. |
Tracking: | |
|
Activate or deactivate task lock for agents. Task lock allows agents to remain
clocked into a single ticket or task while opening other tickets. See Using task lock. |
Zendesk app options: | |
|
Set if the timer appears to agents in the time tracking widget in Zendesk Support. |
|
Set if general tasks appear to agents in the time tracking widget in Zendesk Support. If you turn this setting off, then agents can’t manually select a general task. |