Groups

Support Operations documentation page for Zendesk groups

What are Zendesk groups?

As per Zendesk:

Groups collect team members together based on criteria those team members have in common. Groups can only contain team members; no end users can be included. All agents must be assigned to at least one group, but they can be members of more than one. Groups can be used to support organizations. You can designate one group as the default group for your account and you can also designate a default group for each team member. All new team members you create will be added to the default group.

Change management

Keep in mind, all change management should be stemming from an issue, first and foremost.

We manage group membership via Zendesk itself (on user profiles), so the only management of groups itself comes down to creation and deletion.

Creating a group

As we manage groups via our sync repos, you simply need to create the file within the sync repo. The sync processes will handle the creation of the group within Zendesk itself.

Deleting a group

To delete a group, you need to purge it from multiple locations:

  • Sync repo project
  • Zendesk itself

The first can be done via merge requests, but the last one has to be done in the the Zendesk instance itself. To do this, open up the admin page of your corresponding Zendesk instance (Global or US Government) People on the left-hand side, and then click Groups. On this page you will locate the group in question, click the three vertical dots at the right-hand side of the group, and click Delete. This will cause a pop-up modal to appear asking you to confirm the action. Click red Delete button to do so.

Troubleshooting

Pipeline error “Blank ID”

This means the script detected a YAML file within data that has an id value of blank (or nil). You will need to locate the file mentioned in the error and correct that.

Pipeline error “Blank name”

This means the script detected a YAML file within data that has an name value of blank (or nil). You will need to locate the file mentioned in the error and correct that.

Pipeline error “GitLab errors”

This is a generic error message that will detail some error that occurred when trying to either create or update the tag used on the source project. The exact steps to fix this will vary based on the nature of the error itself. You will need to review the error and determine the next steps from there.

If you are unsure how to proceed, it is best to seek assistance from the wider team.

Source Projects

Zendesk Global

Zendesk US Government

Last modified December 16, 2024: Updating group creation info (5545e067)