Managing Agent Access to Custom Objects in Zendesk
How can I manage agent access to custom objects in Zendesk?
Managing agent access to custom objects in Zendesk involves setting visibility and interaction permissions for agents based on their roles.
You can determine whether a custom object is visible to all agents or only admins on the Custom object records page. Role-based permissions allow you to control how agents interact with object records. On Enterprise plans, you can configure these permissions for each custom role. For a detailed view of agent access, use the Permissions tab within the custom object settings.
More related questions
What are custom objects in Zendesk and why should I use them?
Custom objects in Zendesk allow you to store and manage data that doesn't fit into standard objects like tickets or users. They enable seamless integration of custom data with Zendesk features such as tickets, triggers, and analytics. By creating…
How do I create a custom object in Zendesk?
Creating a custom object in Zendesk involves defining its name, key, and fields, which form the schema of the object. This process is essential for capturing data that doesn't fit into standard objects. To create a custom object, navigate to Admin…
What is the process for defining a custom object's schema in Zendesk?
Defining a custom object's schema in Zendesk involves adding custom fields that specify the properties of the object. These fields are crucial for data collection and management. To define a schema, go to Admin Center, select 'Objects and rules',…
How do I add relationships between custom objects in Zendesk?
Adding relationships between custom objects in Zendesk involves using lookup relationship fields to connect them with standard or other custom objects. To add a relationship, go to Admin Center, select 'Objects and rules', then 'Custom objects >…
Can I reorder fields in a custom object for better agent experience?
Yes, you can reorder fields in a custom object to improve the agent experience by prioritizing the most important fields. To reorder fields, navigate to Admin Center, select 'Objects and rules', then 'Custom objects > Objects'. Choose the custom…
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