Creating User Segments in Zendesk Guide
How do I create user segments in Zendesk Guide?
User segments in Zendesk Guide are the building blocks for setting user permissions. They are groups of agents and end users defined by specific attributes. By default, there are two built-in user segments: 'Signed-in users' and 'Agents and managers'.
You can create custom user segments based on tags, organizations, and groups in the Admin Center. This allows you to refine user groupings further to suit your needs. For a step-by-step guide, refer to the section on creating user segments in the Zendesk documentation.
More related questions
What are the different types of user permissions in Zendesk Guide?
Zendesk Guide offers two main types of user permissions: view permissions and management permissions. View permissions allow both internal and external users to access content in the help center knowledge base. Management permissions, on the other…
How can I set view permissions for articles in Zendesk Guide?
To set view permissions for articles in Zendesk Guide, you can apply up to 10 user segments directly to an article. This allows you to control who can view the content. View permissions are applied at the article level, not at the category or…
What are management permissions in Zendesk Guide and how do I set them?
Management permissions in Zendesk Guide define who can edit and publish content in the help center. These permissions are for internal users only and are based on user segments. On the Professional plan, edit and publish permissions are assigned…
Can I apply permissions to categories or sections in Zendesk Guide?
In Zendesk Guide, permissions can only be applied at the article level, not at the category or section level. This means you cannot restrict access to entire categories or sections, only to individual articles. If you need to control access to…
How do I delete a role in Zendesk Guide?
To delete a role in Zendesk Guide, ensure that no agents are assigned to it. If agents are assigned, you must remove them first. Once no agents are assigned, go to the Admin Center, click the People icon, select Team > Roles, locate the role you…
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