Update all Zammad Roles to Default Values

Workflow Name

Update all Zammad Roles to Default Values

Key Features and Highlights

This workflow automatically retrieves all users and their role information from the Zammad system, filters active users who meet specified criteria, and uniformly updates their roles to predefined default roles, ensuring consistency and standardized management of role permissions. Additionally, it supports exporting role information to an Excel file for easy review and backup.

Core Problems Addressed

In enterprise operations or customer service management, dynamic changes in users and roles often lead to confusion or inconsistencies in role permission management. Manually adjusting roles one by one is time-consuming and prone to errors. This workflow automates the process by batch updating user roles to default values, significantly improving management efficiency and accuracy.

Application Scenarios

• Unified user role management in the Zammad customer service system
• Periodic synchronization or reset of user role permissions to maintain consistency
• Batch user permission management by IT operations teams
• Scenarios requiring role data export for auditing or analysis purposes

Main Process Steps

1. Manual Trigger: Start the workflow via the “Test workflow” node.
2. Configure Basic Variables: Set parameters such as Zammad base URL, API key, default role ID, and excluded user IDs.
3. Retrieve All Roles: Call the Zammad API to fetch all current role information.
4. Retrieve All Users: Call the Zammad API to obtain all user data in the system.
5. User Filtering and Evaluation: Exclude specified user IDs and proceed only with active users for subsequent operations.
6. Batch Update Roles: Update roles in bulk to the default role for users who meet the criteria.
7. Export Role Information: Optional step to export role data to an Excel file for easy viewing and backup.

Involved Systems or Services

• Zammad: Primarily uses Zammad’s REST API to retrieve and update user and role data.
• n8n Automation Platform: Serves as the workflow execution engine to automate process control.
• Excel File Export: Converts role data into Excel format for convenient management.

Target Users and Value

• Zammad system administrators and operations personnel, enabling efficient management of user role permissions.
• IT support teams, simplifying permission configuration and reducing human errors.
• Enterprise customer service managers aiming to maintain standardized and secure permissions through automation.
• Any organization requiring regular unification of user role permissions to enhance management efficiency and data transparency.

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This workflow leverages automation technology to achieve batch management and standardized updating of Zammad user roles, greatly simplifying operational tasks while enhancing the accuracy and security of permission control. It is an indispensable and efficient tool for Zammad system management.