Managing users in Zendesk QA

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Quality Assurance (QA) or Workforce Engagement Management (WEM)

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Manage users by organizing them into groups and workspaces, and setting their permissions. Use the Users page to add or remove users from workspaces and groups in bulk or individually. This feature helps you structure your team according to organizational needs, like department or skill set, enhancing your ability to streamline operations and ensure the right people have access to the right resources.

Location: Zendesk QA > Dashboard > Users, bots, and workspaces

Admins and workspace managers can organize users within groups, add or remove them from specific workspaces, and define their permissions within the Zendesk QA account using the Users page.

This article contains the following topics:

Accessing the Users page in Zendesk QA
Adding users to workspaces
Removing users from workspaces
Adding users to groups
Removing users from groups

Accessing the Users page in Zendesk QA

The Users page provides a view of the users in your Zendesk QA account, including who they are, their account permissions, the number of workspaces and groups they are assigned to, and when they were last active in Zendesk QA.

On the Users page, admins and account managers can define users’ permissions within the Zendesk QA account. Additionally, admins and workspace managers can organize users into groups and add or remove them from specific workspaces.

To access the Users page in Zendesk QA

In Quality Assurance, click your profile icon in the top-right corner, then select Users, bots, and workspaces.
(Optional) Click the Toggle sidebar icon () to display the side menu.
In the side menu, click Users.

Adding users to workspaces

Users can operate in different workspaces in Zendesk QA. You can review conversations based on the same criteria for all users or, if your business has different departments, such as Support, Sales, and Customer Success, for example, create multiple workspaces to separate these instances.

Users are assigned to the account default workspace when added to Zendesk QA.

Admins and workspace managers can add or remove users from specific workspaces using the Users page or by accessing each workspace's Members list.

To add users to workspaces on the Users page

In Quality Assurance, click your profile icon in the top-right corner, then select Users, bots, and workspaces.
(Optional) Click the Toggle sidebar icon () to display the side menu.
In the side menu, click Users.
Select the users you want to add to specific workspaces.
In the toolbar that appears at the bottom of the page, click Edit details.
Select one or more workspaces to add the selected users to.
Enter the beginning of a workspace's name to autocomplete or select from the drop-down menu.
Click Save changes.

Removing users from workspaces

Users are assigned to the account default workspace when added to Zendesk QA.

Admins and Workspace managers can remove users from all or specific workspaces using the Users page or by accessing each workspace's Members list.

To remove users from workspaces using the Users page

In Quality Assurance, click your profile icon in the top-right corner, then select Users, bots, and workspaces.
(Optional) Click the Toggle sidebar icon () to display the side menu.
In the side menu, click Users.
Select the users you want to remove from specific workspaces.
In the toolbar that appears at the bottom of the page, click Edit details.
Select one or more workspaces to remove the selected users from.
Enter the beginning of a workspace's name to autocomplete or select from the drop-down menu.
Click Save changes.

Adding users to groups

You can create and manage groups to organize users according to characteristics such as organizational structure, language, or skill set. While you can add group members individually on the Groups page, on the Users page you can add members in bulk as well as individually.

To add users to groups on the Users page

In Quality Assurance, click your profile icon in the top-right corner, then select Users, bots, and workspaces.
(Optional) Click the Toggle sidebar icon () to display the side menu.
In the side menu, click Users.
Select the users you want to add to groups.
In the toolbar that appears at the bottom of the page, click Edit details.
Select one or more groups to add the selected users to.
Enter the beginning of a group's name to autocomplete or select from the drop-down menu.
Click Save changes.

Removing users from groups

You can create and manage groups to organize users according to characteristics such as organizational structure, language, or skill set. While you can remove group members individually on the Groups page, on the Users page you can remove members in bulk or individually.

To remove users from groups on the Users page

In Quality Assurance, click your profile icon in the top-right corner, then select Users, bots, and workspaces.
(Optional) Click the Toggle sidebar icon () to display the side menu.
In the side menu, click Users.
Select the users you want to remove from groups.
In the toolbar that appears at the bottom of the page, click Edit details.
Select the groups to remove users from.
Enter the beginning of a group's name to autocomplete or select from the drop-down menu.
Click Save changes.