Understanding User Segments in Zendesk
What are user segments in Zendesk and how are they used?
User segments in Zendesk are collections of end-users and/or agents defined by specific attributes to control access to Help Center content.
These segments help determine who can view certain articles or topics within your Help Center. You can manage these segments on the User Segments management page, where you can create, edit, or delete them as needed. However, only Guide admins have the permissions to manage user segments. For more detailed information, you can check the originalZendesk documentation.
More related questions
How can I access and view my user segments in Zendesk?
To access your user segments in Zendesk, navigate to the User Segments management page via the User permissions icon in the Guide sidebar. Here, you'll find a table listing all your user segments, including their names, user types, and last edited…
How do I edit a user segment in Zendesk?
Editing a user segment in Zendesk is straightforward. You can update the tags, groups, organizations, or individual users that define the segment, but you cannot change the User type. To edit, click the User permissions icon in the Guide sidebar,…
Can I delete a user segment in Zendesk?
Yes, you can delete a user segment in Zendesk if it's not currently applied to a knowledge base article or community topic. To delete, click the User permissions icon in the Guide sidebar, select the options menu for the segment, and choose Delete….
Is there a way to export users from a user segment in Zendesk?
Currently, Zendesk does not provide a direct way to export users from a user segment to a CSV or spreadsheet. While the Customer Lists Add On might seem like a solution, it does not pull in the User Segment field. You might explore using Zendesk…
How can I find out which user segment an end-user belongs to in Zendesk?
End-users cannot directly see which user segment they belong to in Zendesk, as this information is only visible to agents. However, agents can use the API endpoint/api/v2/help_center/users/{user_id}/user_segments.jsonto retrieve the list of…
Can I restrict article access based on email domain in Zendesk?
Yes, you can restrict article access in Zendesk based on email domain by mapping users to an organization and creating a user segment based on that organization. For instance, users with the same email domain can be automatically added to an…
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