Building your ideal Zendesk account - Part 1: Organizing your team

Zendesk

Mar 7, 2025

On March 4th at 11:00 AM CST, the Zendesk team hosted the first weekly webinar of the Zendesk essentials series. The topic was Building your ideal Zendesk account - Part 1: Organizing your team. In this session, the team discussed the importance of planning your workflow and covered key features such as roles, groups, organizations, and user and org fields.

00:00 - Intro

04:47 - Importance of organizing your team

09:02 - Set up roles

13:11 - Create groups

17:02 - Create organizations

21:40 - Add user fields

24:38 - Add organization fields

28:09 - Q&A

35:47 - Ending

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