Managing Shared and Personal Customer Lists in Zendesk
Who can manage shared and personal customer lists in Zendesk?
In Zendesk, the ability to manage customer lists depends on your role. Admins have the capability to manage both shared and personal customer lists. Agents, on the other hand, can only manage their personal lists unless they have custom roles with permissions that allow them to manage shared lists.
This setup ensures that customer list management is controlled and organized according to the permissions set by your organization. For more details on managing customer lists, you can refer to the originalZendesk help article.
More related questions
How can I activate or deactivate a customer list in Zendesk?
Activating or deactivating a customer list in Zendesk is straightforward. You can manage your customer lists by navigating to the Customer Lists icon in the sidebar, then selecting Manage lists from the top toolbar. Depending on your permissions,…
How do I change the order of my customer lists in Zendesk?
Reordering your customer lists in Zendesk is a simple process. You can adjust the order by clicking the Customer Lists icon in the sidebar, then selecting Manage lists from the top toolbar. Depending on your role, you can reorder personal or shared…
What is the process to delete a customer list in Zendesk?
Deleting a customer list in Zendesk is a permanent action, so proceed with caution. To delete a list, click the Customer Lists icon in the sidebar, then select Manage lists from the top toolbar. Hover over the list you wish to delete and select…
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