In Zendesk, non-Enterprise plans like Team, Growth, and Professional have predefined permissions for agent roles regarding custom objects.
Admins have full permissions (View, Edit, Add, Delete), while Agents also have full permissions. Light Agents and Contributors, however, only have view permissions and cannot edit, add, or delete custom objects.
To configure agent access to custom object records in Zendesk, you need to set permissions based on roles. On Enterprise plans, this is done on the Roles page in Admin Center, while on other plans, access is predefined for each system role. To…
Object permissions in Zendesk determine agent access to custom object records and are enforced in lookup relationship fields. Agents without permission will see these fields as blank. It's important to note that object permissions aren't checked or…
To change the list and search permissions for a custom object in Zendesk, you need to adjust the visibility settings within the Custom object records page. In Admin Center, click on 'Objects and rules' in the sidebar, then select 'Custom objects >…
On Enterprise plans, you can manage custom role permissions for custom objects directly from the object or the Roles page. To do this, go to Admin Center, click 'Objects and rules' in the sidebar, then 'Custom objects > Objects'. Select the custom…
To view a custom object's permissions in Zendesk, you can access a summary by role on the Permissions tab. Navigate to Admin Center, click 'Objects and rules' in the sidebar, then 'Custom objects > Objects'. Select the custom object you want to…