Create Team-Specific Dashboards in Zendesk
How do I create team-specific dashboards in Zendesk?
Creating team-specific dashboards in Zendesk involves cloning and filtering dashboards.
Start by creating a core dashboard that contains all the necessary data. Then, clone this dashboard for each team that needs its own version. Apply filters to each cloned dashboard to ensure that it only displays data relevant to the specific team. This way, each team has a customized view of the data that pertains to their work.
More related questions
How can I separate dashboards for different teams in Zendesk?
To separate dashboards for different teams in Zendesk, you need to set up specific roles and filters. First, ensure that all users who should have limited access are assigned the Explore Viewer role. This role restricts their access to only the…
What role should I assign to limit dashboard access in Zendesk?
To limit dashboard access in Zendesk, assign users the Explore Viewer role. This role is designed to restrict users' access to only the dashboards you choose to share with them. By setting users to this role, you ensure that they cannot view…
Can I add a custom group filter to a Zendesk dashboard?
Yes, you can add a custom group filter to a Zendesk dashboard to tailor it for specific groups. This feature is particularly useful if you want to create separate dashboards for custom groups, such as an outsourcing partner. By applying a custom…
What should I do if agents have broader permissions in Zendesk?
If agents have broader permissions in Zendesk, they may access dashboards beyond their intended scope. To manage this, review the permissions assigned to these agents and adjust them as necessary. Ensure that only those who need broader access have…
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