Best Practices for User Access in Zendesk Explore
What are the best practices for managing user access in Zendesk Explore?
Managing user access in Zendesk Explore involves setting appropriate roles to control who can view, edit, or delete reports and dashboards. Use custom roles to tailor access levels, ensuring users only have the permissions necessary for their tasks.
For instance, assign a 'View reports' role to users who should not edit or delete dashboards. For more information, see the originalZendesk help article.
More related questions
Can I recover deleted custom metrics, reports, or dashboards in Zendesk Explore?
Unfortunately, once you delete custom metrics, reports, or dashboards in Zendesk Explore, they cannot be recovered. If you remember the formula or setup, you can recreate them to pull the same data as before. While you can delete metrics and…
What should I do if I accidentally delete a report in Zendesk Explore?
If you accidentally delete a report in Zendesk Explore, you will need to recreate it as deletions are irreversible. Remember the formula or setup used to recreate the report and it will pull the same data as before. It's important to note that…
How can I prevent accidental deletion of dashboards in Zendesk Explore?
To prevent accidental deletion of dashboards in Zendesk Explore, consider setting appropriate access levels for users. You can assign roles that limit users to 'View reports' only, preventing them from editing or deleting dashboards. If you're…
Can I delete data from Zendesk Explore?
While you can delete metrics and attributes in Zendesk Explore, the actual data cannot be deleted. This means that even if you remove a report or dashboard, the underlying data remains available for future use. For more information on managing data…
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