Managing workspace members in Zendesk QA

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<p id="docs-ai-summary-content">Admins and workspace managers can manage user permissions within workspaces, allowing you to add or remove members. This flexibility helps tailor access and responsibilities according to team needs. Note that default workspace permissions are fixed, but additional permissions can be set. Ensure you understand permission impacts as changes apply immediately, affecting workspace access.</p>
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<div class="note fastpath">
<span class="fastpathtitle">Location: </span> Zendesk QA &gt; Dashboard &gt; Users, bots, and workspaces</div>
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<p class="p">Zendesk admins can update <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832171034#topic_nym_tzt_pgc" target="_blank">Zendesk QA user roles</a> in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408824375450#topic_ppd_dky_lkb" target="_blank">Admin Center</a>. Zendesk QA role permissions
apply only to the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043669430426#topic_wsw_cly_ydc" target="_blank">default workspace,</a> and users cannot be removed
from the default workspace. Additional workspace permissions can be added on the Zendesk
QA side.</p>
<p class="p">Admins and workspace managers can manage user workspace permissions using both the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043760162074" target="_blank">Users page</a> and the Members page within each workspace.
Workspace leads can only add and remove users using the Members page within each
workspace. </p>
<p class="p" dir="ltr">This article contains the following topics:</p>
<ul class="ul" id="zqa_managing_groups__ul_uhf_51f_2fc">
<li class="li" dir="ltr"><a class="xref" href="#zqa_managing_groups__ul_uhf_51f_2fc">Adding
workspace members</a></li>
<li class="li" dir="ltr"><a class="xref" href="#topic_jqy_st2_m2c">Removing workspace
members</a></li>
<li class="li" dir="ltr"><a class="xref" href="#topic_zpc_dw2_m2c">Editing members' workspace
permissions</a></li>
</ul>
<p class="p" dir="ltr">Related articles:</p>
<ul class="ul" id="zqa_managing_groups__ul_sss_vw1_2fc">
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9202963091866" target="_blank">Creating workspaces in Zendesk QA</a></li>
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043668704026" target="_blank">Managing workspace general settings</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_lky_zs2_m2c">
<h2 class="title topictitle2" id="ariaid-title2">Adding workspace members</h2>
<div class="body">
<p class="p">You can add one or more users to a workspace at the same time.</p>
<p class="p" dir="ltr"><strong class="ph b">To add workspace members</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">Under <strong class="ph b">Workspaces</strong>, click the name of the workspace you want to edit,
and then click <strong class="ph b">Members</strong>.</li>
<li class="li">On the workspace’s Members page, click <strong class="ph b">Add members</strong>.</li>
<li class="li">Select the users you want to add to this
workspace. <p class="p"><img class="image" id="topic_lky_zs2_m2c__image_lhx_kdf_2fc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_add_workspace_members.png" width="800"></p>
</li>
<li class="li">Click <strong class="ph b">Add members</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_jqy_st2_m2c">
<h2 class="title topictitle2" id="ariaid-title3">Removing workspace members </h2>
<div class="body">
<p class="p">You can remove a single member from a workspace, or remove multiple members at the
same time. </p>
<div class="p">This section contains the following topics: <ul class="ul" id="topic_jqy_st2_m2c__ul_dch_kjr_jgc">
<li class="li">
<a class="xref" href="#topic_yfv_pjr_jgc">Removing a single workspace
member</a>
</li>
<li class="li">
<a class="xref" href="#topic_hjl_yjr_jgc">Removing multiple workspace
members</a>
</li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_yfv_pjr_jgc">
<h3 class="title topictitle3" id="ariaid-title4">Removing a single workspace member</h3>
<div class="body">
<p class="p">You can remove a single member individually. </p>
<div class="p" dir="ltr">
<strong class="ph b">To remove a single workspace member</strong><ol class="ol" id="topic_yfv_pjr_jgc__ol_onx_ndf_2fc">
<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">Under <strong class="ph b">Workspaces</strong>, click the name of the workspace you want to
edit, and then click <strong class="ph b">Members</strong>. </li>
<li class="li">Hover over the name of the user you want to remove and click the
<strong class="ph b">X</strong> that appears. <p class="p"><img class="image" id="topic_yfv_pjr_jgc__image_wpy_d2f_2fc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/qa_workspace_members_remove.png" width="800"></p>
</li>
<li class="li">In the confirmation dialog, click <strong class="ph b">Remove member</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_hjl_yjr_jgc">
<h3 class="title topictitle3" id="ariaid-title5">Removing multiple workspace members</h3>
<div class="body">
<p class="p">You can remove multiple members from workspaces at the same time. </p>
<p class="p" dir="ltr"><strong class="ph b">To remove multiple members at the same time</strong></p>
<div class="p" dir="ltr">
<ol class="ol" id="topic_hjl_yjr_jgc__ol_klz_2ff_2fc">
<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">Under <strong class="ph b">Workspaces</strong>, click the name of the workspace you want to
edit, and then click <strong class="ph b">Members</strong>.</li>
<li class="li">Select the workspace members you want to remove. </li>
<li class="li">In the toolbar at the bottom of the list, click <strong class="ph b">Remove
members</strong>.<p class="p"><img class="image" id="topic_hjl_yjr_jgc__image_llz_2ff_2fc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_workspace_members_edit.png" width="800"></p>
</li>
<li class="li">In the confirmation dialog, click <strong class="ph b">Remove members</strong>.</li>
</ol>
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</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_zpc_dw2_m2c">
<h2 class="title topictitle2" id="ariaid-title6">Editing workspace permissions for members</h2>
<div class="body">
<div class="p">You can change a single member’s workspace permissions or multiple members’ workspace
permissions at the same time.<div class="note note">
<span class="notetitle">Note:</span> Changes are applied automatically, which may
affect the member’s access to certain parts of the workspace. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043760141978#topic_dzc_fgq_q2c" target="_blank">Workspace roles and
permissions</a>.</div>
This section contains the following topics: <ul class="ul" id="topic_zpc_dw2_m2c__ul_twm_llr_jgc">
<li class="li">
<a class="xref" href="#topic_yyh_klr_jgc">Editing a single member’s
workspace permissions</a>
</li>
<li class="li"><a class="xref" href="#topic_jd5_wlr_jgc">Editing workspace permissions
for multiple members</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_yyh_klr_jgc">
<h3 class="title topictitle3" id="ariaid-title7">Editing a single member’s workspace permissions </h3>
<div class="body">
<p class="p" dir="ltr"><strong class="ph b">To edit a single member’s workspace permissions</strong></p>
<div class="p" dir="ltr">
<ol class="ol" id="topic_yyh_klr_jgc__ol_rny_s2f_2fc">
<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">Under <strong class="ph b">Workspaces</strong>, click the name of the workspace you want to
edit, and then click <strong class="ph b">Members</strong>.<p class="p"><img class="image" id="topic_yyh_klr_jgc__image_adj_kgf_2fc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/qa_workspace_members_permissions.png" width="800"></p>
</li>
<li class="li">Find the user whose permissions you want to edit.</li>
<li class="li">Click the name of the user's permissions in the <strong class="ph b">Workspace
permissions</strong> column and select the correct permissions: Manager,
Lead, Reviewer, or Agent.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_jd5_wlr_jgc">
<h3 class="title topictitle3" id="ariaid-title8">Editing workspace permissions for multiple members</h3>
<div class="body">
<p class="p">You can change workspace permissions for multiple members at the same time.
However, if you include a user who is an admin, their workspace permissions do
not change because their <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832171034#topic_nym_tzt_pgc" target="_blank">account permissions</a> supersede it. </p>
<p class="p" dir="ltr"><strong class="ph b" id="topic_jd5_wlr_jgc__bulk_edit_workspace_permissions">To edit workspace permissions
for multiple users at the same time</strong></p>
<div class="p" dir="ltr">
<ol class="ol" id="topic_jd5_wlr_jgc__ol_zf1_sff_2fc">
<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">Under <strong class="ph b">Workspaces</strong>, click the name of the workspace you want to
edit, and then click <strong class="ph b">Members</strong>.<p class="p"><img class="image" id="topic_jd5_wlr_jgc__image_ag1_sff_2fc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_workspace_members_edit.png" width="800"></p>
</li>
<li class="li">Select the members whose workspace roles you want to change. </li>
<li class="li">In the toolbar at the bottom of the list, click <strong class="ph b">Edit
permissions</strong>.</li>
<li class="li">Select the correct workspace permissions for the users: Manager, Lead,
Reviewer, or Agent. </li>
<li class="li">Click <strong class="ph b">Save changes</strong>.</li>
</ol>
</div>
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