Filtering Reports by User Permissions in Zendesk Sell
How can reports be filtered based on user permissions in Zendesk Sell?
Reports in Zendesk Sell can be filtered based on user permissions, allowing users to view only the data they have access to.
All users can access reports, but the data displayed is limited to their permissions. For Professional and Enterprise plans, reports can be further filtered by groups and teams, enabling highly segmented and detailed reporting. This ensures users see only relevant data, such as their own deal values in the Total Sales report.
More related questions
What are the default access levels in Zendesk Sell?
Zendesk Sell offers two default access levels: Full access and Limited access. For Team and Growth plans, Full access allows users to view, update, delete, and convert any lead, contact, or deal in the account, as well as manage goals, tasks,…
How can I grant administrator rights in Zendesk Sell?
In Zendesk Sell, any user can be granted administrator rights, regardless of their access level. Administrators have privileges related to managing the account, such as handling account information, subscription changes, and task automation rules….
How do user permissions affect data viewing in Zendesk Sell?
User permissions in Zendesk Sell determine what data a user can view, based on their access level. Leads, contacts, and deals are the primary records affected by user permissions. Related data, such as notes and call logs, inherit the permissions…
What actions can users perform based on their permissions in Zendesk Sell?
In Zendesk Sell, user permissions dictate the actions they can perform on data, such as viewing, adding, updating, or deleting records. Users with view permissions have read-only access, while those with add or update permissions can enter new…
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