Managing users in Zendesk QA

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<p id="docs-ai-summary-content">Manage users by organizing them into groups and workspaces. Assign users to workspaces and customize their permissions. Add or remove users from specific workspaces and groups using the Users page. </p>
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<span class="fastpathtitle">Location: </span> Zendesk QA &gt; Dashboard &gt; Users, bots, and workspaces</div>
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<p class="p" dir="ltr">Users are assigned to the account's <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043669430426#topic_wsw_cly_ydc" target="_blank">default workspace</a> when their <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832171034#topic_nym_tzt_pgc" target="_blank">Zendesk QA user role</a> is updated in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408824375450#topic_ppd_dky_lkb" target="_blank">Admin Center</a>. Users cannot be removed from this
default workspace. </p>
<p class="p" dir="ltr">Admins and workspace managers can organize users within groups, add or remove
them from specific workspaces, and define their permissions within the workspace using
the Users page in Zendesk QA.</p>
<p class="p" dir="ltr">This article contains the following topics:</p>
<ul class="ul" id="zqa_managing_groups__ul_mp1_np1_2fc">
<li class="li" dir="ltr"><a class="xref" href="#topic_lky_zs2_m2c">Accessing the Users page in
Zendesk QA</a></li>
<li class="li" dir="ltr"><a class="xref" href="#topic_jqy_st2_m2c">Adding users to
workspaces</a></li>
<li class="li"><a class="xref" href="#topic_xjk_n4x_fgc">Removing users from
workspaces</a></li>
<li class="li" dir="ltr"><a class="xref" href="#topic_c1l_yv2_m2c">Adding users to
groups</a></li>
<li class="li"><a class="xref" href="#topic_dcl_vhy_fgc">Removing users from groups</a></li>
</ul>
<p class="p" dir="ltr">Related articles:</p>
<ul class="ul" id="zqa_managing_groups__ul_np1_np1_2fc">
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043760141978" target="_blank">Understanding roles and permissions in Zendesk
QA</a></li>
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9203020826266" target="_blank">Managing workspace members in Zendesk
QA</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_lky_zs2_m2c">
<h2 class="title topictitle2" id="ariaid-title2">Accessing the Users page in Zendesk QA</h2>
<div class="body">
<p class="p">The Users page provides a view of the users in your Zendesk QA account, including who
they are, their <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043760141978" target="_blank">account permissions</a>, the number of workspaces and groups
they are assigned to, and when they were last active in Zendesk QA.</p>
<p class="p">On the Users page, admins and workspace managers can define users’ permissions within
the Zendesk QA workspaces. Additionally, admins and workspace managers can organize
users into groups and add or remove them from specific workspaces.</p>
<p class="p" dir="ltr"><strong class="ph b">To access the Users page in Zendesk QA</strong></p>
<div class="p" dir="ltr">
<ol class="ol" id="topic_lky_zs2_m2c__ol_r4f_5v2_m2c">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Quality assurance</a>, click your profile icon in the top-right
corner, then select <strong class="ph b">Users, bots, and workspaces</strong>.</span></li>
<li class="li">In the side menu, click <strong class="ph b">Users</strong>. <p class="p"><img class="image" id="topic_lky_zs2_m2c__image_yzq_hr1_2fc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_users.png" width="800"></p>
</li>
</ol>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_jqy_st2_m2c">
<h2 class="title topictitle2" id="ariaid-title3">Adding users to workspaces</h2>
<div class="body">
<p class="p" dir="ltr">Users can operate in different workspaces in Zendesk QA. You can review
conversations based on the same criteria for all users or, if your business has
different departments, such as Support, Sales, and Customer Success, for example,
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9202963091866" target="_blank">create multiple workspaces</a> to separate
these instances.</p>
<p class="p" dir="ltr">Users are assigned to the account's <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043669430426#topic_wsw_cly_ydc" target="_blank">default workspace</a> when their <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832171034#topic_nym_tzt_pgc" target="_blank">Zendesk QA user role</a> is updated in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408824375450#topic_ppd_dky_lkb" target="_blank">Admin Center</a>. Users cannot be removed from
this default workspace. </p>
<p class="p" dir="ltr">Admins and workspace managers can add or remove users from other workspaces
using the Users page or by <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9203020826266" target="_blank">accessing each workspace's Members list</a>.</p>
<p class="p" dir="ltr"><strong class="ph b">To add users to workspaces on the Users page</strong></p>
<ol class="ol" id="topic_jqy_st2_m2c__ol_v21_wr1_2fc">
<li class="li">
<a class="xref" href="#topic_lky_zs2_m2c">Access the Users page in Zendesk
QA</a>.</li>
<li class="li">Select the users you want to add to specific workspaces. </li>
<li class="li">In the toolbar that appears at the bottom of the page, click <strong class="ph b">Edit
details</strong>. <p class="p"><img class="image" id="topic_jqy_st2_m2c__image_ad5_bs1_2fc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_users_edit.png" width="800"></p>
</li>
<li class="li">Select one or more workspaces to add the selected users to.<p class="p">Enter the
beginning of a workspace's name to autocomplete or select from the drop-down
menu.</p>
</li>
<li class="li">Click <strong class="ph b">Save changes</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_xjk_n4x_fgc">
<h2 class="title topictitle2" id="ariaid-title4">Removing users from workspaces</h2>
<div class="body">
<p class="p" dir="ltr">Users are assigned to the account's <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043669430426#topic_wsw_cly_ydc" target="_blank">default workspace</a> when their <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832171034#topic_nym_tzt_pgc" target="_blank">Zendesk QA user role</a> is updated in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408824375450#topic_ppd_dky_lkb" target="_blank">Admin Center</a>. Users cannot be removed from
this default workspace. </p>
<p class="p" dir="ltr">However, admins and Workspace managers can remove users from all other
workspaces using the Users page, or by <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9203020826266" target="_blank">accessing each workspace's Members list</a>.</p>
<p class="p" dir="ltr"><strong class="ph b">To remove users from workspaces using the Users page</strong></p>
<ol class="ol" id="topic_xjk_n4x_fgc__ol_yjk_n4x_fgc">
<li class="li">
<a class="xref" href="#topic_lky_zs2_m2c">Access the Users page in Zendesk
QA</a>.</li>
<li class="li">Select the users you want to remove from specific workspaces.</li>
<li class="li">In the toolbar that appears at the bottom of the page, click <strong class="ph b">Edit
details</strong>. </li>
<li class="li">Select one or more workspaces to remove the selected users from.<p class="p">Enter the
beginning of a workspace's name to autocomplete or select from the drop-down
menu.</p>
</li>
<li class="li">Click <strong class="ph b">Save changes</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_c1l_yv2_m2c">
<h2 class="title topictitle2" id="ariaid-title5">Adding users to groups</h2>
<div class="body">
<p class="p">You can create and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043747142938" target="_blank">manage groups</a> to organize users according to
characteristics such as organizational structure, language, or skill set. While you
can add group members individually <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043747142938" target="_blank">on the Groups page</a>, on the Users page you can add
members in bulk as well as individually. </p>
<p class="p" dir="ltr"><strong class="ph b">To add users to groups on the Users page </strong></p>
<ol class="ol" id="topic_c1l_yv2_m2c__ol_l5m_rs1_2fc">
<li class="li">
<a class="xref" href="#topic_lky_zs2_m2c">Access the Users page in Zendesk
QA</a>.</li>
<li class="li">Select the users you want to add to groups. </li>
<li class="li">In the toolbar that appears at the bottom of the page, click <strong class="ph b">Edit
details</strong>. </li>
<li class="li">Select one or more groups to add the selected users to. <p class="p">Enter the beginning
of a group's name to autocomplete or select from the drop-down
menu.</p>
</li>
<li class="li">Click <strong class="ph b">Save changes</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_dcl_vhy_fgc">
<h2 class="title topictitle2" id="ariaid-title6">Removing users from groups</h2>
<div class="body">
<p class="p">You can create and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043747142938" target="_blank">manage groups</a> to organize users according to
characteristics such as organizational structure, language, or skill set. While you
can remove group members individually <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043747142938" target="_blank">on the Groups page</a>, on the Users page you can remove
members in bulk or individually. </p>
<p class="p" dir="ltr"><strong class="ph b">To remove users from groups on the Users page</strong></p>
<ol class="ol" id="topic_dcl_vhy_fgc__ol_ecl_vhy_fgc">
<li class="li">
<a class="xref" href="#topic_lky_zs2_m2c">Access the Users page in Zendesk
QA</a>.</li>
<li class="li">Select the users you want to remove from groups. </li>
<li class="li">In the toolbar that appears at the bottom of the page, click <strong class="ph b">Edit
details</strong>. </li>
<li class="li">Select the groups to remove users from.<p class="p">Enter the beginning of a group's name
to autocomplete or select from the drop-down menu.</p>
</li>
<li class="li">Click <strong class="ph b">Save changes</strong>.</li>
</ol>
</div>
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