User Management in Sell

If you are on the Enterprise or Elite plan and you have enabled the user hierarchy, you can manage the users in the user hierarchy and the roles in the Roles tab.
Note: The Roles feature is available in the Early Access Program for Roles and Actions Permissions. To learn more and sign up for the early access program, visit the Zendesk community pages: Roles and Actions Early Access Program.
This article contains the following topics:
User management in the user list
User Management in User Hierarchy (Enterprise and Elite)
Role Management (Enterprise and Elite Early Access Program)
User management in the user list

The User List tab contains a list view of your users. Use the search bar to find the user you want to update and click their name to edit their profile or permissions settings.

You will see the following columns in the User List tab:
Name: the username of the user.
Access Level: When the user has full or limited permissions on Sell (see Understanding Access Levels and Privileges). On Enterprise and Elite plans, if you've defined roles in your organization, you'll see a Role column, which specifies the role allocated to the user.
Responds to (Enterprise and Elite): the user's manager.
Group (Enterprise and Elite): the group to which the user belongs.
See in these articles how to work with your users:
Adding a User to Sell
Editing a User's Permissions
Deactivating a user
Deleting a user
User Management in User Hierarchy (Enterprise and Elite)

The user hierarchy provides a visual overview of user permissions and the relationships between users and managers. The Enterprise and Elite plans make this view available when you activate the user hierarchy.

Click the pencil icon next to the user's name to edit their permissions settings.

In the hierarchy, each user can move their own position and the position of their subordinates.

Only administrators can edit and move users in the hierarchy. In addition, the main manager can create a user at the top of the hierarchy. Only a user with no subordinates can become a primary manager.

When a user is moved to a new location in the hierarchy, their permissions settings for leads, contacts, and opportunities do not change, but their access may change. For example, if you move Team A to Team B, they will likely no longer be able to see the opportunities on Team A.

See in these articles how to work with your user hierarchy:
Creating a team structure in Sell
Working with groups and teams on Sell
Role Management (Enterprise and Elite Early Access Program)
If you have Enterprise and Elite plans, you can manage your roles in the Roles tab.
Note: This feature is available through the Roles and Actions early access program. To learn more and sign up for the early access program, visit the Zendesk community pages: Roles and Actions Early Access Program.
Use the Roles tab to work with your roles. You can see an overview of the roles you have defined, the description of the role, and the number of users assigned to that role.
Note: in order to see the Roles tab, you need to configure a user hierarchy.

Click New Role to add a role or Role Name to edit an existing role.

Hover over Assigned Users to see the users who are assigned to a role.

The User List tab also has a Role column that displays the role, if a role has been assigned to a user.

See in these articles how to work with functions:
Configuring functions in Sell
Adding a User to a Role