Managing groups in Zendesk QA

This article describes how to manage groups in Zendesk QA. Groups in Zendesk QA allow you to organize users,filter information in dashboards,filter conversations, and toset up assignments.


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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.






Location: Zendesk QA > Dashboard > Users, bots, and workspaces

This article describes how to manage groups in Zendesk QA. Groups in Zendesk QA
allow you to organize users, filter information in dashboards, filter conversations, and to set up assignments.
From the Zendesk QA Groups page, you can manage existing groups, add and remove
team members, set a group’s visibility in QA, and archive or delete a QA group.
This article contains the following topics:

About Zendesk QA groups
Hiding and showing Zendesk groups in
QA
Editing QA groups
Adding and removing users
from QA groups in bulk
Archiving QA
groups
Restoring archived QA groups
Deleting QA groups

Related articles

Creating groups in Zendesk QA
Managing users in Zendesk QA



About Zendesk QA groups

Except for private ticket groups, groups created in Zendesk Support
automatically sync with Zendesk QA group lists. On the QA Groups page, these groups
are listed as Zendesk under the Type heading.
Account owners, admins, and agents with a custom role with permission can create groups in Zendesk Support. All new team members created in Zendesk Support are added to
at least one group, but they can belong to multiple groups. Groups can only include
team members; end users cannot be added.
Admins, account managers, workspace managers, and leads can also create and manage groups in Zendesk QA. However, groups
created in Zendesk QA don’t sync with Zendesk Support. Syncing happens only from
Zendesk Support to Zendesk QA. Groups created in Zendesk QA are listed as QA under
the Type heading.




Hiding and showing Zendesk groups in QA

Synced Zendesk Support groups are automatically visible in Zendesk QA.
However, admins, account managers, workspace managers, and leads can also mark these
groups as hidden. Marking a
group as hidden removes it from filters and assignments in QA. This
change only affects the group’s visibility in QA and doesn’t impact group settings in Admin Center.
Zendesk groups can be marked visible in QA at any time, so they’re shown in
filters and assignments again.

To hide a Zendesk group in QA
In Quality assurance, click your profile icon in the top-right
corner, then select Users, bots, and workspaces.
In the side menu, click Groups.
Click the name of the group you want to hide.
Select Hide in QA so the group is no longer visible in filters and
assignments in QA.

Click Save changes.



To show a Zendesk group in QA
In Quality assurance, click your profile icon in the top-right
corner, then select Users, bots, and workspaces.
In the side menu, click Groups.
Click the name of the group you want to show.
Deselect Hide in QA so the group is visible in filters and
assignments in QA again.
Click Save changes.





Editing QA groups

Editing groups allows you to modify group names, and to add and remove members.

To edit a QA group
In Quality assurance, click your profile icon in the top-right
corner, then select Users, bots, and workspaces.
In the side menu, click Groups.
Click the name of the QA group you want to edit.
(Optional) Make changes to the group’s name.
(Optional) Under Add Group members, start typing the user’s name or
email to autocomplete, then select them from the drop-down menu to add them
to the group.
(Optional) Click the x next to a user to remove them from the
group.

Click Save changes.





Adding and removing users from QA groups in bulk

Admins, account managers, and workspace managers can access the Users page to perform bulk actions such as adding and removing multiple users from QA
groups.



Archiving QA groups

Admins, account managers, workspace managers, and leads can archive QA
groups.
Archiving a QA group moves it to the Archived tab and hides it from filters
and assignments. Existing data is preserved, and you can restore the group at any time and
move it back to the Active tab.

To archive a QA group
In Quality assurance, click your profile icon in the top-right
corner, then select Users, bots, and workspaces.
In the side menu, click Groups.
Next to the group you want to archive, click the options menu ( ) and select Archive. The
group now appears under the Archived tab.







Restoring archived QA groups

You can restore an archived QA group to resume using it. The restored group is listed
under the Active tab again.

To restore an archived group
In Quality assurance, click your profile icon in the top-right
corner, then select Users, bots, and workspaces.
In the side menu, click Groups.
Click the Archived tab.
Next to the group you want to reactivate, click the restore icon ( ). The group now appears
under the Active tab.






Deleting QA groups

You can permanently delete both active and archived QA groups.

To delete a group
In Quality assurance, click your profile icon in the top-right
corner, then select Users, bots, and workspaces.
In the sidebar, click Groups.
Depending on whether the group you want to delete is active or archived,
perform one of the following actions:
If the group is active, click the options menu ( ) and select Delete.


If the group is archived, click the Archived tab, then click
the delete icon ( ) in the row for that
group.


In the confirmation dialog, click Delete group.




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