How to add a Team member in Zendesk

INTRODUCTION:

This article outlines the process of creating a team member in Zendesk, enabling them to efficiently access and resolve tickets in accordance with their assigned roles and administrative permissions

ESSENTIALS:

• Having Zendesk admin access is essential.
• An Active Directory user account and Email address.

STEP BY STEP INSTRUCTIONS:

1. Go to the link   https://cprs-inc.zendesk.com/
2. Log in with Admin credentials
3. Click on the Icon

1. Go to Admin center.
2. Click on people and select a team members.
3. Click 'Create Team Member' located in the top-right corner of the screen.
4. Provide the name and email address of the user to be added as a team member in Zendesk.
5. Click on Next.
6. Before assigning roles and access, various product options—Support, Guide, Explore, Talk, and Chat—will be displayed.
7. Next, roles and access are assigned according to the specific requirements.

ADDITIONAL INFORMATION:

         Various roles are available, such as:

• Admin: Can manage all settings and permissions, except billing.
• Agent: Can edit tickets within their group.
• Contributor: Can provide limited support.

          Various Products in Zendesk, such as:

• Support
• Guide
• Explore
• Talk
• Chat

Based on the requirements, the user will be assigned the appropriate roles and access by the admin

VERIFY THE CONFIGURATION:

• We can verify the addition by checking if the user's name is present in the Team Members list
• Additionally, obtain confirmation from the user's end to ensure access is working correctly