Custom Roles and Editing Permissions in Zendesk
How do custom roles affect agents' ability to edit fields in Zendesk?
Custom roles on the Enterprise plan determine agents' ability to edit user and organization fields.
If an agent cannot edit these fields, check their custom role settings. Ensure that 'Manage user fields' and 'Manage organization fields' are enabled. Adjusting these settings can grant the necessary permissions for agents to make changes.
More related questions
Why can't some agents edit user and organization fields in Zendesk?
Agents may be unable to edit user and organization fields due to their account's pricing plan and role settings. For all plans, agents can modify end-user profiles if they have access to all tickets. However, they cannot modify organization fields….
How can I enable agents to edit user fields in Zendesk?
To enable agents to edit user fields, ensure they have access to all tickets. In lower-tier plans, agents can edit end-user information if they have access to all tickets, not just those in their group. Adjust this by editing the agent's profile…
What are the limitations for agents editing organization fields in Zendesk?
Agents generally cannot edit organization fields unless specific settings are enabled on the Enterprise plan. On all plans, agents are restricted from modifying organization fields. However, on the Enterprise plan, you can allow this by adjusting…
Why can't Light Agents edit user or organization fields in Zendesk?
Light Agents have restricted permissions and cannot edit user or organization fields. Light Agent permissions are fixed and cannot be modified to allow editing of user or organization fields. If you need more flexibility, consider adjusting the…
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