To access a dashboard created by a suspended agent, you can temporarily upgrade the user to an admin and re-share the dashboard. If the user was only suspended and not deleted, you can unsuspend them, change their role to Admin, and share the dashboard with yourself or another admin. Once access is confirmed, you can downgrade their role back to End user. However, if the user was deleted, the dashboard cannot be recovered. For more details, check out the originalZendesk article.
Unfortunately, if you deleted a user who created a private dashboard, the dashboard cannot be recovered. It's important to ensure that dashboards are shared or cloned before deleting a user to prevent loss of access. This is a key best practice to…
Yes, cloning a dashboard is a recommended practice to ensure you have access to it even if the original creator is suspended. Before suspending a user, clone their dashboard so you become the owner and can manage it without needing to unsuspend the…
Before removing or suspending a Zendesk agent, it's crucial to ensure that all dashboards they created are either shared or cloned. This prevents loss of access to important data. Always check and manage dashboards before proceeding with user…
To avoid losing access to dashboards when an agent leaves, always clone or share their dashboards before they are suspended or removed. This ensures that the dashboards remain accessible to other admins or staff members, maintaining continuity in…
Yes, you can assume the identity of a suspended agent to access their dashboards by unsuspending them and downgrading their role to agent. This workaround allows you to access the dashboards without needing to reactivate their email or involve IT….