Managing Zendesk WFM account settings

Available on all Suite plans with add-on Available on all Support plans with add-on

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:

Accessing WFM account settings
About WFM account settings

Managing user access in your WFM account

Accessing WFM account settings

Admins can access the WFM Account settings page.

To access the Account settings page

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.
Email	The account owner’s email address.
Time preferences:
Time zone	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.
Week start	Choose either Sunday or Monday as the start of your work week.
Tracking:
Allow task lock	Activate or deactivate task lock for agents at the account level. Task lock allows agents to remain clocked into a single ticket or task while opening other tickets. Note: The task lock account-level setting is active and applied to new team members by default. User settings take precedence over account settings. When you edit your account-level task lock setting, the change does not apply to team members who have task lock set on a user level already. See Activating task lock.
Zendesk app options:
Timer	Set if the timer appears to agents in the time tracking widget in Zendesk Support.
General tasks (Clock)	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.