Adding a user, often referred to as a team member or agent, to a group in Zendesk is a straightforward process that involves accessing the group settings and selecting the individuals you wish to add.
Here are the steps to add a user (team member) to an existing group in Zendesk:
Steps to Add Team Members to a Group
To successfully add team members to a group, follow these actions within your Zendesk account:
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Go to the Groups Page and Open the Group:
- Navigate to the specific page where your Zendesk groups are listed.
- Click on the name of the particular group you want to modify. This action will open the group settings for editing.
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Add Team Members to the Group:
- Within the group editing view, locate the section titled "Add group members."
- Next to the name of the team member you intend to add, click the plus sign ( ). This action adds that team member to the group's roster.
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Save Your Changes:
- Continue adding team members as needed by clicking the plus sign next to their names.
- Once you have added all the desired individuals, click Save to confirm the changes and update the group membership.
By following these steps, you can efficiently manage group memberships in Zendesk, ensuring that the right team members are assigned to the appropriate groups for ticket routing and collaboration.
