Explore Roles and Permissions in Zendesk
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. TheEditorrole allows creating and customizing dashboards, reports, and datasets, and sharing them with users or groups. TheViewerrole can only view shared dashboards and cannot create reports or dashboards.
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…
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…
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…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
