Zendesk

Zendesk is a customer support and ticketing software for seamless service experiences.

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zendesk.com

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Support

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How to add a user in Zendesk Sell

Here is how to add a user in zendesk sell

First in Zendesk sell, click on the "Settings" icon in the left sidebar
Then click on the "Users" under Manage section in the settings menu
Next click the "New user" button in the top right corner
In the modal window, enter the user's name in the "Full Name" field
Type email address of the user in the "Email" field
Assign pipelines to the user from the pipelines dropdown menu
Scroll down in the permissions section, set the user's permission and access
Finally, click the "Send invitation" button at the bottom of the form to send an email invitation to the user
The email invitation has been sent successfully
The user's status will be "Pending Confirmation," waiting for them to confirm their email and activate their account

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Why should you add a user in Zendesk Sell

Zendesk is a versatile platform designed to enhance customer interactions and streamline sales processes.

Adding a user in Zendesk Sell is a seamless feature that empowers your team by providing the essential tools they need to efficiently manage sales tasks.

This feature cultivates collaboration within your team, offering a unified view of customer interactions and ensuring everyone stays on the same page.

By enabling easy access to shared resources and customer data, this functionality enhances productivity and optimizes team performance.

Last update

March 2, 2026

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