Setting Permissions for Custom Roles in Zendesk
How do I set permissions for agents with custom roles in Zendesk?
To set permissions for agents with custom roles in Zendesk, you need to use the Custom Objects Permissions API. This involves adding a custom property to the permissions policy in your request and specifying the ID of the custom agent role.
Once you've done that, you can set the permissions for that role, deciding who can create, read, update, and delete custom objects. Remember, if a custom role ID isn't added to a permissions policy, the agent's permissions will default to the generic agent role permissions.
More related questions
What are custom object permissions in Zendesk?
Custom object permissions in Zendesk allow you to control who can create, read, update, and delete custom objects. This feature is particularly useful for agents with assigned custom roles, as it lets you tailor permissions to fit specific needs….
What are the rules for using custom permissions with custom objects in Zendesk?
When using custom permissions with custom objects in Zendesk, there are a few important rules to keep in mind. First, you must specify the ID of a custom agent role in the permissions policy. You can get these IDs using the List Custom Roles…
What happens if a custom role ID is not added to a permissions policy in Zendesk?
If a custom role ID is not added to a permissions policy in Zendesk, the agent's permissions will default to the generic agent role permissions. This means that the specific permissions you might want to set for a custom role won't be applied…
How can I retrieve custom role IDs in Zendesk?
To retrieve custom role IDs in Zendesk, you need to use the List Custom Roles endpoint from your Support account. This endpoint will provide you with the IDs necessary to specify in your permissions policy when setting custom object permissions….
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