Create Customer-Specific Dashboards in Zendesk
Can I create a dashboard for each customer using one dashboard?
Yes, you can create a single dashboard and configure it so that each customer only sees data relevant to them. This setup requires careful configuration of data permissions and filters to ensure that each end user only accesses their specific data. This approach streamlines dashboard management while maintaining data privacy.
More related questions
How do I enable scheduled dashboard deliveries to end users in Zendesk?
To enable scheduled dashboard deliveries to end users in Zendesk, you need to adjust settings in Explore. First, click the Settings icon in the left sidebar of Explore. Then, select the Sharing tab and turn on the 'Scheduled dashboard deliveries to…
How can I configure which end users receive scheduled dashboard deliveries?
To configure which end users can receive scheduled dashboard deliveries, you need to add the 'explore' tag to their user profile in Support. Navigate to the Customers icon in the left sidebar, select the end user, and type 'explore' in the Tags…
What should I do if an end user doesn't appear in the list for dashboard sharing?
If an end user doesn't appear in the list for dashboard sharing, ensure that the 'explore' tag has been correctly added to their profile. It might take a few minutes for the tag to sync with Explore. Additionally, verify that your plan supports…
Can I send a dashboard to an end user as a ticket attachment?
Currently, Zendesk does not support sending dashboards directly as ticket attachments. However, you can export the dashboard as a PDF or another format, save it to your computer, and then attach the file to a ticket. This method allows end users to…
Do I need to manually add the 'explore' tag for each end user?
Yes, you need to manually add the 'explore' tag to each end user you want to include in dashboard scheduling. Once the tag is added, the end user will appear in the list of users available for dashboard scheduling. This process ensures that only…
How can I ensure only specific end users from certain organizations access a dashboard?
To ensure only specific end users from certain organizations access a dashboard, perform an advanced search in Zendesk Support using the keywords 'role:end-user tags:explore'. Filter the results by the Users tab to see end users with the 'explore'…
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