A topmost manager is the person in your organization that all employees report to.
You must enable a user hierarchy for your account to create a topmost manager (seeCreating a team structure (user hierarchy) in Sell).
You must have admin rights to create a the topmost manager of the account and the reporting structure of the users below.
After you have set up your user hierarchy, a user can only be changed to the topmost manager in the account if they do not have other users reporting to them.
Click on the user's name to edit their permissions, and you'll see themake topmost manageroption.
A user with no reportees can be made the topmost manager. If a user has reportees, there is no option to make them the topmost manager.
For more information about creating groups and teams in Sell, seeWorking with groups and teams in Sell.
6 Comments
There needs to be an option to disable the hierarchy. I enabled it for testing purposes and now there are certain user restrictions. For instance, not all users see all of the contacts in our database, even though I changed the settings for them to view all contacts.
Also, not all of our users have the ability to merge any contacts. We need this fixed and/or reversed as soon as possible and the support person I talked with was not being helpful. Their response was simply "only an admin has the ability to merge or be the owner of the account" when I am one of the admins. I made one of my colleagues the "topmost manager" and now I don't have the ability to merge contacts.
Again, we just want to disable the hierarchy because it is restricting all the user's settings.
How do I delete a topmost manager
为什么是一个最高的经理不是所有t的人吗he contacts reporting to them? This is not very clear. If everyone reports to the topmost manager, why are there no reportees?
It is not really possible to disable hierarchy from the technical standpoint as it may cause some system conflicts, however if you think this feature would be useful please post the feature request here:https://support.zendesk.com/hc/en-us/community/topics/360003042793--Feedback-on-SellOur PMs directly read and engage in this forum and take these requests into consideration in their future feature development.
Normally the permissions should allow you to work out which agent can do which operations but if you are having issues with that please submit a ticket specifying a Sell permission issue and rest assured we will assist.
Hi Taylor, thanks for the question! Actually, the topmost manager should have all the (Sell) users reporting to them. If you are seeing it differently in your account or have any issues with the user hierarchy please open a ticket with Zendesk Sell Support (including screenshots) so we can look into it in more detail.
Warm Regards
Kaja Błachowicz | Zendesk Sell | Technical Support EngineerVisit our Support Center
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