Creating Custom User Segments in Zendesk Guide
How do I create a custom user segment in Zendesk Guide?
Creating a custom user segment in Zendesk Guide involves defining a group of users based on specific attributes like tags, organizations, or individual users.
To create a user segment, navigate to the User Segments page in Guide, click 'Add new', and enter a name for your segment. Choose a user type (signed-in users or staff) and apply filters such as tags or organizations. You can add up to 50 tags and organizations. Once set, click 'Create segment'.
More related questions
What are user segments in Zendesk Guide?
User segments in Zendesk Guide are collections of end users and agents defined by specific attributes to control access to help center content. They are essential for setting both viewing and management permissions. For viewing permissions, you can…
What are the default user segments in Zendesk Guide?
Zendesk Guide provides two default user segments: 'Signed-in users' and 'Agents and managers'. 'Signed-in users' includes all users who have signed into your help center, while 'Agents and managers' encompasses all agents and admins. These default…
Can I restrict access to Zendesk Guide content by user tags?
Yes, you can restrict access to Zendesk Guide content using user tags. When creating a user segment, you can filter users by tags, requiring either all specified tags or any of the tags to match. This allows you to tailor access to help center…
How many user segments can I create in Zendesk Guide?
You can create up to 200 user segments per account in Zendesk Guide. These segments are shared across all brands if you have multiple brands in your account. If you reach the limit, you can delete existing segments to create new ones.
What happens if I reach the maximum number of user segments in Zendesk Guide?
If you reach the maximum of 200 user segments in Zendesk Guide, you will receive an error message when trying to create a new one. To continue creating user segments, you will need to delete some of the existing segments. This ensures you stay…
Can Guide admins access all content regardless of user segments?
Yes, Guide admins have access to all content in Zendesk Guide, regardless of the user segments they belong to. This means that even if specific user segments restrict access to certain content, Guide admins can still view and manage all articles…
How can I apply user segments to manage permissions in Zendesk Guide?
User segments can be applied to manage permissions in Zendesk Guide by defining who can edit and publish articles. Once you create user segments, you can apply them to knowledge base articles to specify which users have management permissions. This…
Is it possible to create a user segment with exclusion logic in Zendesk Guide?
Currently, Zendesk Guide does not support creating user segments with exclusion logic. User segments are based on inclusion criteria, such as tags, organizations, or individual users. To exclude certain users, you would need to manually update the…
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