Managing groups in Zendesk QA

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<p id="docs-ai-summary-content">Manage groups to organize users, filter dashboards, and set up assignments. You can edit group details, add multiple members at once, archive groups for later use, restore archived groups, and permanently delete groups. These actions help streamline user management and improve workflow efficiency.</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">This article describes how to manage groups in Zendesk QA. Groups allow you to
organize users, filter information in dashboards and conversations, and to set up
assignments.</p>
<p class="p">Admins, account managers, workspace managers, and leads can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9681640098714" target="_blank">create</a> and manage groups in Zendesk QA.</p>
<p class="p" dir="ltr">This article contains the following topics:</p>
<ul class="ul" id="zqa_managing_groups__ul_chn_g3z_dfc">
<li class="li"><a class="xref" href="#topic_msk_s2s_fgc">Editing groups</a></li>
<li class="li" dir="ltr"><a class="xref" href="#topic_jqy_st2_m2c">Adding multiple group
members at the same time</a></li>
<li class="li" dir="ltr"><a class="xref" href="#topic_c1l_yv2_m2c">Archiving groups</a></li>
<li class="li"><a class="xref" href="#id_aw5_3rp_lgc">Restoring archived groups</a></li>
<li class="li"><a class="xref" href="#topic_sxw_fhs_fgc">Deleting groups</a></li>
</ul>
<p class="p" dir="ltr">Related articles</p>
<ul class="ul" id="zqa_managing_groups__ul_xlk_33g_2fc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9681640098714" target="_blank">Creating groups in Zendesk QA</a></li>
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043760162074" target="_blank">Managing users 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>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_msk_s2s_fgc">
<h2 class="title topictitle2" id="ariaid-title2">Editing groups</h2>
<div class="body">
<p class="p">Editing groups allows you to modify group names, adjust group members’ roles, add
members, and remove members.</p>
<div class="p" dir="ltr">
<strong class="ph b">To edit a group</strong><ol class="ol" id="topic_msk_s2s_fgc__ol_k5f_phs_fgc">
<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">Groups</strong>.</li>
<li class="li">Click the name of the group you want to edit.</li>
<li class="li">Make changes to the group’s name or members.</li>
<li class="li">Click <strong class="ph b">Save changes</strong>.<p class="p"><img class="image" id="topic_msk_s2s_fgc__image_l5f_phs_fgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_groups_edit.png" width="800"></p>
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</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 multiple group members at the same time</h2>
<div class="body">
<p class="p" dir="ltr">Admins, account managers, and workspace managers can access the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043760162074" target="_blank">Users page</a> to perform bulk actions such as <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043760162074#topic_c1l_yv2_m2c" target="_blank">adding</a> multiple users to groups and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043760162074#topic_dcl_vhy_fgc" target="_blank">removing</a> multiple users from groups.</p>
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<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_c1l_yv2_m2c">
<h2 class="title topictitle2" id="ariaid-title4">Archiving groups</h2>
<div class="body">
<p class="p" dir="ltr">You can archive a group so it is no longer visible in places such as
dashboard filters. You can <a class="xref" href="#id_aw5_3rp_lgc">restore</a>
it later if necessary. </p>
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<strong class="ph b">To archive a group</strong><ol class="ol" id="topic_c1l_yv2_m2c__ol_c1t_h4z_dfc">
<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">Groups</strong>.</li>
<li class="li">Next to the group you want to archive, click the options menu (<img class="image" id="topic_c1l_yv2_m2c__image_n3z_j4z_dfc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_options_menu_horizontal.png" width="20">) and select <strong class="ph b">Archive</strong>.<p class="p">The
group now appears under the Archived tab. </p>
<p class="p"><img class="image" id="topic_c1l_yv2_m2c__image_cyk_t4z_dfc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_group_archive_delete.png" width="800"></p>
</li>
</ol>
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<div aria-labelledby="ariaid-title5" class="topic nested1" id="id_aw5_3rp_lgc">
<h2 class="title topictitle2" id="ariaid-title5">Restoring archived groups</h2>
<div class="body">
<p class="p">You can restore an archived group to resume using it. The restored group is listed
under the Active tab again. </p>
<div class="p">
<strong class="ph b">To restore an archived group</strong><ol class="ol" id="id_aw5_3rp_lgc__ol_ucb_b3s_fgc">
<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">Groups</strong>.</li>
<li class="li">Click the <strong class="ph b">Archived</strong> tab.</li>
<li class="li">Next to the group you want to reactivate, click <strong class="ph b">Restore</strong>.</li>
</ol>
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</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_sxw_fhs_fgc">
<h2 class="title topictitle2" id="ariaid-title6">Deleting groups</h2>
<div class="body">
<p class="p" dir="ltr">You can permanently delete both active and archived groups.</p>
<div class="p" dir="ltr">
<strong class="ph b">To delete a group</strong><ol class="ol" id="topic_sxw_fhs_fgc__ol_tbd_whs_fgc">
<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 sidebar, click <strong class="ph b">Groups</strong>.</li>
<li class="li">Depending on whether the group you want to delete is active or archived,
perform one of the following actions: <ol class="ol" id="topic_sxw_fhs_fgc__ol_m5m_wtp_lgc" type="a">
<li class="li">If the group is active, click the options menu (<img class="image" id="topic_sxw_fhs_fgc__image_v5t_xtp_lgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_options_menu_horizontal.png" width="20">) and select <strong class="ph b">Delete</strong>. </li>
<li class="li">If the group is archived, click the <strong class="ph b">Archived</strong> tab, then click
the delete icon (<img class="image" id="topic_sxw_fhs_fgc__image_hxt_c5p_lgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_delete_icon.png" width="20">) in the row for that
group.</li>
</ol>
</li>
<li class="li">In the confirmation dialog, click <strong class="ph b">Delete group</strong>.<p class="p"><img class="image" id="topic_sxw_fhs_fgc__image_vbd_whs_fgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_group_archive_delete.png" width="800"></p>
</li>
</ol>
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