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Separating Dashboards for Teams in Zendesk

Learn how to separate dashboards for different teams in Zendesk by setting roles and filters.

How can I separate dashboards for different teams in Zendesk?

To separate dashboards for different teams in Zendesk, you need to set up specific roles and filters.

First, ensure that all users who should have limited access are assigned the Explore Viewer role. This role restricts their access to only the dashboards you share with them. Next, create a core dashboard and clone it for each team that requires its own version. Apply team-specific filters to each cloned dashboard and bookmark them with these filters in place. Finally, share the dashboards with the respective teams.

For more detailed steps, you can refer to the originalZendesk article.


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