Adding and removing users from multiple teams in bulk in Zendesk WFM

Teams in Zendesk Workforce management (WFM) are part of your organization structure and provide a way for you to manage your roster. You can add and remove users from one or multiple teams at once from the Team members page.


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Workforce Management (WFM) or Workforce Engagement Management (WEM)







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As a WFM admin, you can manage team assignments in bulk from the User management page. Easily add or remove multiple users from one or more teams at once. This streamlines your roster management, saving time and effort. Simply select users, choose the teams to update, and confirm your changes. This feature enhances your ability to organize and adjust team structures efficiently.




Teams in Zendesk Workforce management (WFM) are part of your organization structure and
provide a way for you to manage your roster. You can add and remove users from one or
multiple teams at once from the Team members page.
You must be a WFM admin to add or remove users from teams using the Team members
page.
This article contains the following topics:
Adding users to
teams
Removing users from
teams


Related articles:
Creating and managing teams in Zendesk
WFM




Adding users to teams

You can add one or multiple users at once to one or multiple teams from the
Team members page.
To add users to teams

In Workforce management, click
People in the sidebar, then select Team members.
Select the users you want to add to a specific team.
In the toolbar that appears at the bottom of the page, click Teams.
Select Add to team.

Select one or more teams to add the selected users to.
Enter the beginning of a team’s name to autocomplete or select from the
drop-down menu.
Click Add.





Removing users from teams

You can remove one or multiple users at once from one or multiple teams
using the Team members page.
To remove users from teams

In Workforce management, click
People in the sidebar, then select Team members.
Select the users you want to remove from teams.
In the toolbar that appears at the bottom of the page, click Teams.
Select Remove from team.

Select one or more teams to remove the selected users from. Enter the
beginning of a team’s name to autocomplete or select from the drop-down
menu.

Click Remove.




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