How to Request Zendesk Access for WFM Team Members

Introduction

This guide explains how to request Zendesk access for WFM team members who need to manage and use the WFM tool. Use this process to ensure the right users receive the access they need to complete their work in Zendesk.

Process description

The Zendesk access request process is used to grant platform access to WFM team members. This helps ensure users can perform WFM-related tasks while maintaining appropriate access controls and permissions.

Prerequisites

• The requester must be authorized to submit access requests.
• The WFM team member’s full name and email address must be available.
• The required Zendesk access level or role must be identified.
• Any manager or approver information must be confirmed, if required.

Step-by-step instructions

1. Collect the WFM team member’s details, including name, email address, team name, and requested access level.
2. Submit an access request through the approved support channel or internal request form.
3. Include the reason for access and note that the user needs Zendesk access for WFM tool management and usage.
4. Wait for approval from the appropriate manager, system owner, or administrator, if applicable.
5. After approval, the Zendesk administrator grants the requested access and confirms when the account is ready.
6. Verify that the WFM team member can sign in and access the required Zendesk features.

Tips and best practices

• Request only the access level needed for the user’s role.
• Use a consistent naming convention for access requests, if one exists.
• Confirm the user’s email address before submitting the request.
• Document any special permissions or exceptions for future reference.

Next steps

Once access has been granted, the WFM team member should log in to Zendesk, confirm access to the WFM tool, and notify the requester if anything is missing or incorrect.

Additional information

If you need to update, remove, or review Zendesk access later, submit a new request through the same support process. For questions about access requirements, contact [support team/contact method].

Disclaimer

Access requests may be subject to approval, security review, and internal policy requirements. Follow your organization’s access control procedures when requesting or granting Zendesk access.