Understanding Viewer Roles in Zendesk Guide and Explore
What are Viewer roles in Zendesk Guide and Explore?
Viewer roles in Zendesk Guide and Explore allow team members to access content without full agent permissions.
For instance, the Explore Viewer role lets staff members view dashboards shared with them but not create queries or dashboards. Similarly, the Guide Viewer role provides the same permissions as end users, without the ability to create, edit, or publish content. This role is useful for staff who need access to information without the responsibility of content management.
More related questions
How do I set roles for team members in Zendesk Admin Center?
To set roles for team members in Zendesk Admin Center, you need to access the team member's profile and select the desired role from a drop-down menu. Here's how you can do it: In Admin Center, click on 'People' in the sidebar, then select 'Team' >…
How can I activate or deactivate product access for a team member?
Activating or deactivating product access for a team member in Zendesk Admin Center is straightforward and helps manage your licenses effectively. To do this, go to Admin Center, click on 'People' in the sidebar, then select 'Team' > 'Team…
What are the limitations of managing roles and access in Zendesk Admin Center?
While Zendesk Admin Center allows you to manage team member roles and product access, there are some limitations to be aware of. Product-specific settings are still managed separately within each product. For instance, you cannot add end users,…
How do I open a team member's profile in Zendesk Admin Center?
Opening a team member's profile in Zendesk Admin Center can be done in a few different ways, depending on the product you're using. In Admin Center, click 'People' in the sidebar, then select 'Team' > 'Team members'. Locate the team member or use…
Can I change my own role as an admin in Zendesk?
As an admin, you cannot change your own role in Zendesk; another admin or the account owner must do it for you. The account owner has the ability to set roles and access for any user, including themselves. If you're an admin but not the owner, you…
How do product dependencies affect role assignments in Zendesk?
Product dependencies can limit your options for assigning roles in Zendesk, depending on your plan and product type. For example, in Zendesk Suite Enterprise or Enterprise Plus plans, roles for Guide and Explore are dependent on Support custom…
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