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End users and organizations


Resources for managing users

What's my plan? This article includes links to resources related to working with agents and end-users. For an expla...

Edited Jun 21, 2024

16 votes  ·  0 comments

16

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0

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About organizations and groups

What's my plan? Organizations and groups are used to manage your Zendesk Support users and the ticket...

Edited Aug 23, 2024

31 votes  ·  30 comments

31

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30

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About the Customers (end users) page

What's my plan? The Customers page provides a central place to view and manage all of your end users. Note: If ...

Edited Nov 20, 2024

7 votes  ·  62 comments

7

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62

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Viewing an end user's profile in Zendesk Support

What's my plan? You can view an end user's profile in either Zendesk Support or in the help center. This article de...

Edited Aug 29, 2024

0 votes  ·  0 comments

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Managing end users

What's my plan? An end user's profile contains a range of data that can be updated and edited as ...

Edited Dec 04, 2024

1 vote  ·  18 comments

1

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18

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Finding and managing users

There are six primary components to managing your users: end users, team members, roles, organizations, groups, and ...

Edited Nov 23, 2022

4 votes  ·  6 comments

4

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6

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Resetting user passwords

What's my plan? Administrators can reset a user's password by sending a reset email to the user's registered emai...

Edited Jun 21, 2024

6 votes  ·  16 comments

6

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16

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Deleting end users

What's my plan? You can delete end users one at a time or in bulk from the Customers page in ...

Edited Nov 20, 2024

6 votes  ·  36 comments

6

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36

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About the Organizations page

What's my plan? Organizations are typically collections of your end users, but they can also include team ...

Edited Jan 06, 2025

5 votes  ·  59 comments

5

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59

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Creating organizations

What's my plan? Quick Look: In Support, click the Organizations icon () in the sidebar. Organizati...

Edited Aug 21, 2024

18 votes  ·  52 comments

18

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52

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Managing organizations

What's my plan? Admins and agents in custom roles with permission can manage organizations by viewing and e...

Edited Jun 21, 2024

1 vote  ·  25 comments

1

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25

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Merging organizations

What's my plan? Organizations are a way to manage users and your ticket handling workflow. They’re primaril...

Edited Jul 30, 2024

2 votes  ·  32 comments

2

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32

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Bulk importing organizations

What's my plan? Rather than add organizations one at a time, you can bulk add several organizations at once ...

Edited Jan 09, 2025

11 votes  ·  55 comments

11

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55

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Managing custom organization fields

What's my plan? Quick Look: Admin Center > People > Configuration > Organizatio...

Edited Jun 21, 2024

0 votes  ·  7 comments

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7

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Enabling multiple organizations for users

What's my plan? You can enable users to belong to multiple organizations. Organizations are collections of users (b...

Edited Jun 21, 2024

5 votes  ·  16 comments

5

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16

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Adding custom fields to organizations

What's my plan? Quick Look: Admin Center > People > Configuration > Organization fields Similar to ...

Edited Aug 28, 2024

4 votes  ·  28 comments

4

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28

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Adding custom fields to users

What's my plan? Quick Look: Admin Center > People > Configuration > User fields Admins and agents i...

Edited Aug 28, 2024

9 votes  ·  67 comments

9

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67

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Managing custom user fields

What's my plan? Quick Look: Admin Center > People > Configuration > User fields Admins and agents in custom ro...

Edited Aug 28, 2024

0 votes  ·  21 comments

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21

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Adding tags to users and organizations

What's my plan? Tags can be added to users and organizations and these tags can then be used in business rules to m...

Edited Aug 28, 2024

19 votes  ·  21 comments

19

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21

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Understanding Zendesk Support user roles

What's my plan? Zendesk Support defines a number of user roles that are key to managing the people who ...

Edited Sep 26, 2024

29 votes  ·  24 comments

29

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24

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About the Tags page for users and organizations

What's my plan? Tagging users and organizations provides you with a way to add more data about each and ...

Edited Jun 21, 2024

0 votes  ·  2 comments

0

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2

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Viewing your import history

What's my plan? Quick Look: Admin Center > Objects and rules > Tools > Data importer Import history is logge...

Edited Oct 10, 2024

0 votes  ·  0 comments

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Assuming end-users

What's my plan? An administrator or any agent with permission ...

Edited Jun 21, 2024

12 votes  ·  8 comments

12

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8

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Managing end users created by side conversations

What's my plan? This article describes how to manage users created by email side conversations. This article inc...

Edited Jul 19, 2024

0 votes  ·  3 comments

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3

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