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  1. Zendesk help
  2. Sell
  3. Using Sell for sales CRM
  4. Managing users
  1. Zendesk help
  2. Sell
  3. Using Sell for sales CRM
  4. Managing users

Managing users

  • Creating a hierarchy view using Sell smart lists or Explore
  • Adding a user in Sell
  • Understanding advanced permissions in Sell
  • Managing users in Sell
  • Understanding access levels and privileges in Sell
  • Editing user access permissions
  • Deactivating or reactivating a user in Sell
  • Deleting a user in Sell
  • Setting up a role with advanced permissions in Sell
  • Assigning a user to a role
  • Creating a team structure (user hierarchy) in Sell
  • Understanding groups and teams in Sell
  • Creating a topmost manager in the user hierarchy
  • Creating a hierarchy view using Sell smart lists or Explore
  • Adding a user in Sell
  • Understanding advanced permissions in Sell
  • Managing users in Sell
  • Understanding access levels and privileges in Sell
  • Editing user access permissions
  • Deactivating or reactivating a user in Sell
  • Deleting a user in Sell
  • Setting up a role with advanced permissions in Sell
  • Assigning a user to a role
  • Creating a team structure (user hierarchy) in Sell
  • Understanding groups and teams in Sell
  • Creating a topmost manager in the user hierarchy
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