Creating Dashboard Restrictions in Zendesk
What are dashboard restrictions in Zendesk and how do I create them?
Dashboard restrictions in Zendesk are rules that determine what data a user can view on a dashboard. They help you control data visibility without creating multiple dashboards.
To create a dashboard restriction, open an existing dashboard or create a new one using the beta dashboard builder. Click the arrow next to the Share button and select 'Manage data restrictions'. Then, click 'Create restriction' and fill out the necessary fields such as Name, Dataset, Filter, and Values. You can add multiple filters to refine the data visibility further. Once done, click 'Create dashboard restriction' to save your settings.
More related questions
How can I dynamically adapt dashboard data based on the viewer in Zendesk?
You can dynamically adapt dashboard data based on the viewer by using dashboard restrictions. This feature allows you to control what data a user can see on a dashboard without creating separate dashboards for each user. To set this up, you need to…
How do I share a restricted dashboard with users in Zendesk?
To share a restricted dashboard with users in Zendesk, you need to invite them to view the restricted version of the dashboard. Open the dashboard for editing and click 'Share'. In the 'Invite people' window, select the users you want to share the…
Can I use dynamic attributes to restrict dashboard data in Zendesk?
Yes, you can use dynamic attributes to restrict dashboard data in Zendesk. These attributes allow the dashboard's data to change based on the viewer. Dynamic attributes are available for various datasets such as Support - Tickets, Support - Updates…
What are the limitations of dashboard restrictions in Zendesk?
Dashboard restrictions in Zendesk have some limitations, such as the number of restrictions you can create and the types of data you can restrict. Customers on Professional plans can create up to 10 dashboard restrictions, while those on Enterprise…
Can I reuse dashboard restrictions across multiple dashboards in Zendesk?
Currently, you cannot reuse dashboard restrictions across multiple dashboards in Zendesk. Each restriction must be created individually for each dashboard. While it would be convenient to apply the same restriction to different dashboards, Zendesk…
How can I view a dashboard with restrictions in Zendesk?
To view a dashboard with restrictions in Zendesk, simply open the dashboard created using the beta dashboard builder. If you have access to multiple restrictions, you can switch between them using the dropdown next to the dashboard's name. This…
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