To remove an agent from Zendesk, you can choose to reassign their tickets, downgrade their role, or suspend their account. You can also remove them from specific groups. The process involves navigating to the Admin Center, accessing team members, and managing the user's profile.
Here's a more detailed breakdown:
1. Reassigning Tickets:
- Navigate: Go to the Admin Center and click on "People," then "Team," then "Team members".
- Select Agent: Choose the agent you want to remove.
- Manage in Support: Click "Manage in Support".
- Reassign Tickets: On the "Tickets" tab, you can manually or bulk reassign tickets to other agents.
2. Downgrading or Suspending the Agent:
- Downgrade: In the same Admin Center area, click "Manage in Support" and change the "User type" to "End user".
- Suspend: You can also choose to suspend access to the agent's account.
3. Removing from Groups:
- Navigate: In the Admin Center, go to "People," then "Team," then "Groups".
- Select Group: Choose the group you want to edit.
- Remove Agent: Find the agent and click the trash can icon next to their name.
4. Removing from the System (Permanently):
- Navigate: Go to the Admin Center, then "People," "Team," "Team members," and find the agent.
- User Options: Click the user options arrow in the upper right of the profile page.
- Delete: Select "Delete" to permanently remove the agent from your Zendesk account.
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