How to invite and manage users

In the Users tab, administrators can invite colleagues, change access roles, and deactivate users.

1. Click Invite user to invite someone.
2. Search by name or email and filter by role (All roles) and status (Active).
3. For each user, change the access role, click View in Zendesk to open their profile in Zendesk, or click Deactivate to deactivate them.

Invite a user

1. Enter the work email address.
2. Enter the name (optional).
3. Choose the access role, for example, Agent.
4. Click Send invitation.

The person receives an email with a link to create their own password. The link works only once and expires in 7 days.