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Update all Zammad Roles to default values

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For Zammad, this automated workflow updates all user roles to default values, ensuring consistent access permissions across the platform. It retrieves user and role data, applies necessary filters, and generates an Excel report of the updated roles, streamlining user management and enhancing operational efficiency.

Workflow Overview

For Zammad, this automated workflow updates all user roles to default values, ensuring consistent access permissions across the platform. It retrieves user and role data, applies necessary filters, and generates an Excel report of the updated roles, streamlining user management and enhancing operational efficiency.

This workflow is designed for Zammad administrators and IT teams who manage user roles and permissions within the Zammad ticketing system. It is particularly useful for those who need to automate the process of updating user roles to match default settings, ensuring consistent permissions across the organization.

The workflow addresses the challenge of manually updating user roles in Zammad, which can be time-consuming and prone to errors. By automating this process, it ensures that all users have the correct roles assigned, reducing the risk of permission issues and enhancing operational efficiency.

  1. Manual Trigger: The workflow starts when the user clicks the ‘Test workflow’ button.
  2. Set Basic Variables: It initializes essential variables such as the Zammad base URL, API key, default roles, and user IDs to exclude from updates.
  3. Retrieve Users: The workflow fetches all users from Zammad, preparing to process each user individually.
  4. Conditional Check: For each user, it checks if they are active and not in the exclusion list before proceeding.
  5. Retrieve Roles: It collects all available roles from Zammad to determine which roles need to be assigned.
  6. Role Filtering: If necessary, it filters roles based on specific conditions before converting them to an Excel file.
  7. Update User Roles: The workflow updates each eligible user's roles to the predefined default roles using the Zammad API.
  8. Convert to Excel: Finally, it converts the list of roles into an Excel file for documentation or reporting purposes.

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Quick Info

Categories
Manual Triggered
Medium Workflow
Complexity
medium

Tags

manual
medium
api
integration
logic
conditional
files
storage
+2 more