Restricting Agent Access to Organizations in Zendesk
Can I restrict agents to specific organizations in Zendesk?
Yes, you can restrict agents to specific organizations in Zendesk. This is done by setting up custom roles and adjusting ticket access settings. On Enterprise plans, you can restrict access for all agents in a custom role, while on other plans, you can restrict individual agents. This helps control ticket workflow and access. For more details, refer to theoriginal documentation.
More related questions
How can I edit an organization's settings in Zendesk?
To edit an organization's settings in Zendesk, you need to be an administrator or an agent with the appropriate permissions. Simply click the Organizations icon in the sidebar, find the organization you want to edit, and click its name. Make your…
How do I manually add users to an organization in Zendesk?
You can manually add users to an organization in Zendesk by navigating to the Organizations icon in the sidebar, selecting the organization, and using the 'Add user' option. Enter the user's name, email, and select a user type. This process is…
How can I create views by organization in Zendesk?
Creating views by organization in Zendesk allows you to monitor ticket activity for specific organizations. This is useful for tracking unsolved tickets or other metrics. You can set up these views in the Admin Center by using organizations as a…
What happens when I delete an organization in Zendesk?
When you delete an organization in Zendesk, any users assigned to it will be removed from the organization, and the organization will be removed from any tickets it was associated with. Business rules using the deleted organization will no longer…
Is it possible to bulk add users to an organization in Zendesk?
Yes, you can bulk add users to an organization in Zendesk by generating a user CSV of your existing users and re-importing the file, or by using an API call. This allows you to efficiently manage large numbers of users. For more details, refer to…
How can I remove users from an organization in Zendesk?
To remove a user from an organization in Zendesk, open the user's profile, click the name of the organization you want to remove, and select 'Remove'. This action will disassociate the user from the organization. Note that this process must be done…
Can I see an audit log of changes made to an organization in Zendesk?
If you're on the Enterprise plan, you can access audit logs within the Admin Center to see changes made to an organization, such as adding users or changing the organization name. This feature helps track modifications for better management.
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