Viewing and using the Team members page

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<p id="docs-ai-summary-content">The Team members page lets you manage your team by adding or exporting agents and admins, adjusting roles, and viewing agent seat usage. You can search and filter team members by name, email, role, brand, group, and last sign-in, and sort them by sign-in or creation date. This central hub helps you efficiently organize and customize your support team.</p>
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<div class="note fastpath">
<span class="fastpathtitle">Location: </span> <span class="ph">Admin Center &gt; People &gt; Team &gt; Team members</span>
</div>
<p class="p" dir="ltr">The <strong class="ph b">Team members</strong> page in Zendesk Admin Center provides a central place
for administrators to add and manage team members (your staff, agents, and admins). </p>
<p class="p" dir="ltr">The Team members page provides a list of all <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408883763866#topic_nqx_cbp_cc" target="_blank">agents, admins, and the account owner</a>. It does
not display end users. If you're looking for more information about end users (also
called customers), see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408893585178" target="_blank">Adding end users</a>.</p>
<p class="p" dir="ltr">The page also displays information about how many of your <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408834934554" target="_blank">agent seats</a> you’ve used and a link to add additional seats.
For eligible <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408833931674" target="_blank">sales-assisted accounts</a> and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408833931674" target="_blank">self-service accounts</a>, you can instantly add more agent
seats from this page (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408881540506#topic_wh1_qgf_5cb" target="_blank">Adding agents on-the-fly</a>).</p>
<p class="p" dir="ltr">Agents make up the majority of your team. They interact with your end users and
resolve tickets. Admins define the roles and privileges for agents and manage and
customize your Zendesk instance.</p>
<p class="p">From the team members page, you can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408886939930" target="_blank">add agents and admins</a>, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5407034434842" target="_blank">export team members</a>, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7584022494874" target="_blank">manage brand membership</a>, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408821536794#topic_dy3_zg3_zdc" target="_blank">manage group membership</a>, search for team
members, and access their profiles to manage a team member's role and email addresses.
You can also access your own profile and manage your email addresses.</p>
<div class="p">The following topics are covered in this article:<ul class="ul" id="topic_ws3_xzm_lqb__ul_uf4_2yl_xpb">
<li class="li"><a class="xref" href="#topic_bgk_lfn_lqb">Accessing the Team members page</a></li>
<li class="li"><a class="xref" href="#topic_prc_1qj_35b">Finding team members</a></li>
</ul>
</div>
<p class="p"><strong class="ph b">Related articles</strong></p>
<ul class="ul" id="topic_ws3_xzm_lqb__ul_wwr_dmn_lqb">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408883763866" target="_blank">Understanding Zendesk Support user roles</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408886939930" target="_blank">Adding agents and admins</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832485914" target="_blank">Editing team member user profiles</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7584022494874" target="_blank">Restricting agent ticket access by
brand</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_bgk_lfn_lqb">
<h2 class="title topictitle2" id="ariaid-title2">Accessing the Team members page</h2>
<div class="body">
<p class="p" dir="ltr">You’ll find the Team members page in Admin Center.</p>
<div class="p">
<strong class="ph b">To open the Team members page</strong><ul class="ul" id="topic_bgk_lfn_lqb__ul_smb_fxf_lqb">
<li class="li">
<span class="ph" id="topic_bgk_lfn_lqb__team_members">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin
Center</a>, click <img class="image" id="topic_bgk_lfn_lqb__image_abt_txj_kxb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Team &gt; Team
members</strong>.</span><p class="p">The team members page opens.</p>
<p class="p"><img class="image" id="topic_bgk_lfn_lqb__image_nbs_4qj_1xb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_teammember_brand_view.png" width="800"></p>
</li>
</ul>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_prc_1qj_35b">
<h2 class="title topictitle2" id="ariaid-title3">Finding team members</h2>
<div class="body">
<p class="p">The list of team members can be searched by user profile properties, such as name and
email address, filtered by product roles, brand and group membership, and last
sign-in, and sorted by last sign-in and creation date. Additionally, you can modify
settings for any team member from the list.</p>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_mrk_2xj_35b">
<h3 class="title topictitle3" id="ariaid-title4">Searching for team members</h3>
<div class="body">
<p class="p">Searching by name or email address is the quickest way to find a team member. You
can search the whole list, or you can filter the list and search only the
filtered results.</p>
<p class="p"><strong class="ph b">To search for team members</strong></p>
<ol class="ol" id="topic_mrk_2xj_35b__ul_i35_2zj_35b">
<li class="li">
<span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Team &gt; Team members</strong>.</span>
</li>
<li class="li">Enter a team member’s name, partial name, or email address in the search
bar. <p class="p">Alternatively, you can search by other user properties, such as
group assignments and status. For example, to search for all suspended
team members, enter <strong class="ph b">is_suspended:true</strong> in the search bar.
</p>
<p class="p"><img class="image img-screenshot" id="topic_mrk_2xj_35b__image_t3d_mbr_p5b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/team_member_suspended.png" width="700"></p>
<p class="p">For a list of all
the search parameters you can use to search team members, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408883318554#topic_duj_sbb_vc" target="_blank">Searching users</a>.</p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_srj_fxj_35b">
<h3 class="title topictitle3" id="ariaid-title5">Filtering the list of team members</h3>
<div class="body">
<p class="p" dir="ltr">You can filter the list by a team member’s role assignment per product,
by <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7584022494874" target="_blank">brand membership</a> if you support
multiple brands, by group membership, or by the date they last signed in.</p>
<div class="p">
<div class="note tip" id="topic_srj_fxj_35b__note_fqs_yz2_dgc">
<span class="tiptitle">Tip:</span> If there is a certain filter or
combination of filters you think you’ll reuse, you can save and come back to
them later. To do so, apply the filters and bookmark the page in your
browser. You can then access the applied filters from the bookmark you
created in your browser.</div>
</div>
<p class="p"><strong class="ph b">To filter the team list by product role</strong></p>
<ol class="ol" id="topic_srj_fxj_35b__ol_uml_ryj_35b">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Team &gt; Team members</strong>.</span></li>
<li class="li">Click <strong class="ph b">Filter</strong>.</li>
<li class="li">Use the <strong class="ph b">Product</strong> and <strong class="ph b">role</strong> fields to select <strong class="ph b">Any role</strong> or a
specific role type by product. <p class="p">More than one product and role can be
selected. If you select roles for different products, the list will show
team members who fill both of those roles. However, if you select
multiple roles for a single product, the list will be filtered to show
all team members with one of those roles. For example, filtering by
Support Agent and Knowledge Agent would return team members who are
agents for both Support and Knowledge, but if you filter by Support
Agent and Support Admin, the list would reflect team members who are
either agents or admins for Support.</p>
</li>
<li class="li">Click <strong class="ph b">Apply filters</strong>.</li>
</ol>
<p class="p"><strong class="ph b">To filter the team list by brand membership</strong></p>
<ol class="ol" id="topic_srj_fxj_35b__ol_u5z_pqk_1cc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Team &gt; Team members</strong>.</span></li>
<li class="li">Click <strong class="ph b">Filter</strong>.</li>
<li class="li">Under <strong class="ph b">Brand membership</strong>, select the brands by which you'd like to
filter team members. <p class="p">Selecting multiple brands filters team members who
are part of all the selected brands. To filter team members with no
brand memberships, select <strong class="ph b">No brand</strong>.</p>
</li>
<li class="li">Click <strong class="ph b">Apply filters</strong>.</li>
</ol>
<p class="p"><strong class="ph b">To filter the team list by group membership</strong></p>
<ol class="ol" id="topic_srj_fxj_35b__ol_jjz_z2h_zdc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Team &gt; Team members</strong>.</span></li>
<li class="li">Click <strong class="ph b">Filter</strong>.</li>
<li class="li">Under <strong class="ph b">Group membership</strong>, select the groups by which you'd like to
filter team members. <p class="p">Selecting multiple groups filters team members who
are part of all the selected groups. If a team member belongs to some of
the selected groups, but not all, they won't show up in the filtered
list.</p>
</li>
<li class="li">Click <strong class="ph b">Apply filters</strong>.</li>
</ol>
<p class="p"><strong class="ph b">To filter the team list by last sign-in</strong></p>
<ol class="ol" id="topic_srj_fxj_35b__ol_lyz_xyj_35b">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Team &gt; Team members</strong>.</span></li>
<li class="li">Click <strong class="ph b">Filter</strong>.</li>
<li class="li">Under <strong class="ph b">Last sign-in</strong>, select the time period for which you want to see
the most recent sign-ins. You can also select <strong class="ph b">Never </strong>to see a list of
team members who haven't signed in yet.</li>
<li class="li">Click <strong class="ph b">Apply filters</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_b5k_fxj_35b">
<h3 class="title topictitle3" id="ariaid-title6"><strong class="ph b">Sorting the list of team members</strong></h3>
<div class="body">
<p class="p">Filtering doesn't change the order of the list. By default, the team list is
organized alphabetically by team member name, but you can sort it by team
member's last sign-in. If you sort the list by last sign-in before searching,
the set sort order is retained in the search results.</p>
<p class="p">You can also use the search bar to sort team members by creation date, in either
ascending or descending order (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408886879258#topic_lhr_wsc_3v" target="_blank">Sorting search results</a>). </p>
<p class="p"><strong class="ph b">To sort the team list by last sign-in</strong></p>
<ol class="ol" id="topic_b5k_fxj_35b__ul_nvz_1yj_35b">
<li class="li">
<span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Team &gt; Team members</strong>.</span>
</li>
<li class="li">At the top of the <strong class="ph b">Last sign-in</strong> column, click the sort icon (<img class="image" height="12" id="topic_b5k_fxj_35b__image_dzl_byj_35b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon-sort.png" width="8">) to sort the list by most
recent to least recent (<img class="image" height="12" id="topic_b5k_fxj_35b__image_ezl_byj_35b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon-sort-path-up.png" width="8">) or vice versa (<img class="image" height="12" id="topic_b5k_fxj_35b__image_fzl_byj_35b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon-sort-path-down.png" width="8">).</li>
</ol>
<p class="p"><strong class="ph b">To sort the team list by profile creation date</strong></p>
<ol class="ol" id="topic_b5k_fxj_35b__ol_jmj_kdr_p5b">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Team &gt; Team members</strong>.</span></li>
<li class="li">In the search bar, enter <strong class="ph b">order_by:created</strong> to sort the team
list.<p class="p">The team list is sorted in ascending order by default.</p>
</li>
<li class="li">To sort the team list in descending order, enter <strong class="ph b">order_by:created
sort:desc</strong>.</li>
</ol>
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