In Zendesk Sell, user permissions dictate the actions they can perform on data, such as viewing, adding, updating, or deleting records.
Users with view permissions have read-only access, while those with add or update permissions can enter new data, edit fields, and communicate with leads. Delete permissions allow users to remove records, but caution is advised as deleted deals cannot be recovered. Users only see options relevant to their permissions, and bulk actions are blocked for records they lack permission for.
Zendesk Sell offers two default access levels: Full access and Limited access. For Team and Growth plans, Full access allows users to view, update, delete, and convert any lead, contact, or deal in the account, as well as manage goals, tasks,…
In Zendesk Sell, any user can be granted administrator rights, regardless of their access level. Administrators have privileges related to managing the account, such as handling account information, subscription changes, and task automation rules….
User permissions in Zendesk Sell determine what data a user can view, based on their access level. Leads, contacts, and deals are the primary records affected by user permissions. Related data, such as notes and call logs, inherit the permissions…
Reports in Zendesk Sell can be filtered based on user permissions, allowing users to view only the data they have access to. All users can access reports, but the data displayed is limited to their permissions. For Professional and Enterprise…