Custom Roles and Explore Access in Zendesk
How do custom roles affect Explore access in Zendesk Support Enterprise?
In Zendesk Support Enterprise, custom roles determine Explore access. Assigning a default custom role automatically grants a corresponding Explore role. For example, an Administrator role allows creating reports and managing permissions, while a Team Leader can create reports. Staff and Light Agents can view reports, and Advisors have no access. You can also configure Explore settings in your own custom roles to control access for multiple users simultaneously.
More related questions
How do I give users access to Zendesk Explore?
To give users access to Zendesk Explore, you need to configure their roles in the Admin Center. First, ensure you are a Support or Sell administrator. Then, navigate toPeoplein the sidebar, selectTeam > Team members, and search for the…
What are the default Explore access levels for different Zendesk roles?
Default access to Explore varies based on your Zendesk plan and user roles. For Explore Lite, all Support users have view-only access to prebuilt dashboards. With Explore Professional, light agents have Viewer access, agents have no access unless…
How can I modify Explore access for a user in Zendesk?
To modify a user's Explore access, go to the Admin Center, clickPeoplein the sidebar, and selectTeam > Team members. Find the user's profile and open it. On theRoles and accesstab, adjust the Explore access by checking or…
What are the Explore roles and their permissions in Zendesk?
Zendesk Explore offers several roles with distinct permissions. TheAdminrole includes all Editor permissions plus the ability to update dataset permissions, change chart colors, edit Excel settings, and manage dashboard delivery schedules….
How can I remove a user's access to Zendesk Explore?
To remove a user's access to Explore, navigate to the Admin Center, clickPeoplein the sidebar, and selectTeam > Team members. Choose the user you want to modify, ensuring they are a Staff member. In their profile, underRole, click…
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