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Admins and workspace managers can manage user permissions within workspaces, allowing you to add or remove members. This flexibility helps tailor access and responsibilities according to team needs. Note that default workspace permissions are fixed, but additional permissions can be set. Ensure you understand permission impacts as changes apply immediately, affecting workspace access.

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

Zendesk admins can update Zendesk QA user roles in Admin Center. Zendesk QA role permissions apply only to the default workspace, and users cannot be removed from the default workspace. Additional workspace permissions can be added on the Zendesk QA side.

Note: If you’re a Zendesk QA customer who has not yet been migrated and are still using the Klaus app for sign in, follow the instructions in this article instead. See Understanding roles and permissions in Zendesk QA.

Admins and workspace managers can manage user workspace permissions using both the Users page and the Members page within each workspace. Workspace leads can only add and remove users using the Members page within each workspace.

This article contains the following topics:

  • Adding workspace members
  • Removing workspace members
  • Editing members' workspace permissions

Related articles:

  • Creating workspaces in Zendesk QA
  • Managing workspace general settings

Adding workspace members

You can add one or more users to a workspace at the same time.

To add workspace members

  1. In Quality Assurance, click your profile icon in the top-right corner, then select Users, bots, and workspaces.
  2. (Optional) Click the Toggle sidebar icon () to display the side menu.
  3. Under Workspaces, click the name of the workspace you want to edit, and then click Members.
  4. On the workspace’s Members page, click Add members.
  5. Select the users you want to add to this workspace.

  6. Click Add members.

Removing workspace members

You can remove a single member from a workspace, or remove multiple members at the same time.

This section contains the following topics:
  • Removing a single workspace member
  • Removing multiple workspace members

Removing a single workspace member

You can remove a single member individually.

To remove a single workspace member
  1. In Quality Assurance, click your profile icon in the top-right corner, then select Users, bots, and workspaces.
  2. (Optional) Click the Toggle sidebar icon () to display the side menu.
  3. Under Workspaces, click the name of the workspace you want to edit, and then click Members.
  4. Hover over the name of the user you want to remove and click the X that appears.

  5. In the confirmation dialog, click Remove member.

Removing multiple workspace members

You can remove multiple members from workspaces at the same time.

To remove multiple members at the same time

  1. In Quality Assurance, click your profile icon in the top-right corner, then select Users, bots, and workspaces.
  2. (Optional) Click the Toggle sidebar icon () to display the side menu.
  3. Under Workspaces, click the name of the workspace you want to edit, and then click Members.
  4. Select the workspace members you want to remove.
  5. In the toolbar at the bottom of the list, click Remove members.

  6. In the confirmation dialog, click Remove members.

Editing workspace permissions for members

You can change a single member’s workspace permissions or multiple members’ workspace permissions at the same time.
Note: Changes are applied automatically, which may affect the member’s access to certain parts of the workspace. See Workspace roles and permissions.
This section contains the following topics:
  • Editing a single member’s workspace permissions
  • Editing workspace permissions for multiple members

Editing a single member’s workspace permissions

To edit a single member’s workspace permissions

  1. In Quality Assurance, click your profile icon in the top-right corner, then select Users, bots, and workspaces.
  2. (Optional) Click the Toggle sidebar icon () to display the side menu.
  3. Under Workspaces, click the name of the workspace you want to edit, and then click Members.

  4. Find the user whose permissions you want to edit.
  5. Click the name of the user's permissions in the Workspace permissions column and select the correct permissions: Manager, Lead, Reviewer, or Agent.

Editing workspace permissions for multiple members

You can change workspace permissions for multiple members at the same time. However, if you include a user who is an admin, their workspace permissions do not change because their account permissions supersede it.

To edit workspace permissions for multiple users at the same time

  1. In Quality Assurance, click your profile icon in the top-right corner, then select Users, bots, and workspaces.
  2. (Optional) Click the Toggle sidebar icon () to display the side menu.
  3. Under Workspaces, click the name of the workspace you want to edit, and then click Members.

  4. Select the members whose workspace roles you want to change.
  5. In the toolbar at the bottom of the list, click Edit permissions.
  6. Select the correct workspace permissions for the users: Manager, Lead, Reviewer, or Agent.
  7. Click Save changes.
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