Understanding Object Permissions in Zendesk
What are object permissions in Zendesk and how are they enforced?
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 enforced by placeholders, meaning agents with permissions to manage macros and triggers might access information about custom objects inadvertently. Additionally, object permissions aren't captured in reporting, so they won't appear in any data analysis or reports.
More related questions
How do I configure agent access to custom object records in Zendesk?
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…
How can I change the list and search permissions for a custom object in Zendesk?
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 >…
What are the predefined permissions for non-Enterprise agents in Zendesk?
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…
How do I manage custom role permissions for custom objects on Enterprise plans?
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…
How can I view a custom object's permissions in Zendesk?
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…
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