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Understanding Explore User Roles - Frequently asked questions

Discover answers to common questions about Zendesk Explore user roles. Learn about permissions, role management, and best practices for effective use.

Frequently asked questions

What are the Explore user roles in Zendesk Support Professional?

Explore user roles in Zendesk Support Professional include Admin, Editor, and Viewer. Each role has different permissions to control access levels. Admins have the most permissions, including updating account-level settings, managing dataset…

What permissions do Explore roles have in Zendesk Support Enterprise?

In Zendesk Support Enterprise, Explore roles have specific permissions based on what agents can do in Explore. The 'Create reports and manage permissions' role includes all permissions for creating reports, plus the ability to update account-level…

Can an Editor or Admin delete a shared dashboard in Zendesk Explore?

Yes, both Editors and Admins in Zendesk Explore can delete a shared dashboard. If you want to prevent users from deleting your dashboard, consider downgrading their role to Viewer, or use a workaround by cloning the original dashboard and keeping…

What happens if an agent has 'No access' in Zendesk Explore?

Agents with 'No access' in Zendesk Explore cannot view or access any part of Explore. This role is used when Explore is turned off in the agent's profile, effectively restricting them from interacting with Explore dashboards, reports, or datasets….

How do Explore roles differ between Support Professional and Enterprise?

Explore roles in Support Professional and Enterprise differ mainly in the permissions they offer. In Support Professional, roles are defined as Admin, Editor, and Viewer, each with specific permissions. In Support Enterprise, roles are more…

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