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Admins and workspace managers can manage members by adding or removing users and adjusting their roles within workspaces. You can handle multiple users simultaneously, ensuring flexibility in user management. Adjusting roles impacts access and permissions, so choose roles like Manager, Lead, Reviewer, or Agent carefully. 

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

Admins and workspace managers can add and remove users from specific workspaces and manage user 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.

Admins and workspace managers can also manage workspace member permissions. See Understanding roles and permissions in Zendesk QA.

This article contains the following topics:

  • Adding workspace members
  • Removing workspace members
  • Editing members' workspace roles

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 clickMembers.
  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 individually or remove multiple members at the same time.

If an agent is a member of only one workspace, you can remove them from that workspace. In that case, they still exist as a user but cannot use Zendesk QA until added to a new workspace. Admins and account managers can use Zendesk QA without being a member of a workspace.

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 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 roles for members

You can change a single member’s workspace permissions by assigning them a new role or you can change multiple members’ roles at the same time. See Understanding roles and permissions in Zendesk QA.
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 role
  • Editing workspace roles for multiple members

Editing a single member’s workspace role

To edit a single member’s workspace role

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

Editing workspace roles for multiple members

You can change workspace roles for multiple members at the same time. However, if you include a user who is an admin or account manager, their workspace role does not change because their account permission supersedes it.

To edit workspace roles 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 role for the users: Manager, Lead, Reviewer, or Agent.
  7. Click Save changes.
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