How do I grant an agent access to a product?

How do I set up access for a new agent?

You can set the product access role for an agent from their user profile in Admin Center.

To set up access for an agent:

Add the agent as a new Staff user if they aren't already added to your account. See Add agents and admins

Navigate to the agent's user profile with one of these options:

Option 1:  Go to Admin Center > People > Team > Team members.

Option 2:  Click the Search icon () in the top toolbar and search for the agent's name. Look for the agent profile under the Users tab and click the profile to open it.

Click Manage role in Admin Center from the left sidebar.

Review the agent's roles for each Zendesk product and make the necessary changes to grant access

For more information on each product role and its permissions, see Roles and access in Admin Center.