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Gewähren von Zugriff auf Explore

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Rob Stack

Zendesk Documentation Team

Bearbeitet 02. Mai 2025

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      Rob Stack

      Previously, Explore group permissions were only available for two datasets:

      • Support: Tickets
      • Support: Updates history datasets

      We've just announced that once an admin enables group permissions, agents can access all default datasets but only see data for which their group has permission.

       

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      Agente redk

      Hi! 

      I don't see mention here to SLAs dataset, which are not included to any agent with specific Explore permissions in his Role. 

      Is there anything you're planning to launch in the near future?

       

       

       

       

       

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      Agente redk

      Hello! 

       

      I don't see in this article an important limitation I just found which is that SLAs dataset won't be accessible for those agents with specific Explore permission on their Roles. 

      This is how agents see all the reports from SLAs dataset, eventhough those reports do not include any other group related data. 

      Is there anything you're planning to launch in the near future?
       

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      Alek Reed

      The ability to limit data by groups is a great addition.  However “Cannot share dashboards externally through links, schedule or receive dashboard deliveries, or create dashboard restrictions” gives me pause, as I know many users depend on that.  Can you elaborate on this and advise if this is in the roadmap for the future?

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      Florent Greder

      Hi guys, 
      Wanted to get the info on what Light Agents with Viewer role can see in Dashboards with Drill In options on reports..
       
      I shared my dashboard to them they can view it but once I set the Drill In option on some Reports with the Ticket ID qttribute, it seems nothing shows up that would allow the users to click and view the specific tickets. 
      Is it intended ? 

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      Neil

      Hi Denise,
       
      At the moment there isn't any plan to have this feature updated but rest assure once there is an update on report permissions it will immediately be posted.

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      Denise Dewell

      Hi Nacho Santana

      Following on from the conversation above regarding not being able to set permissions on reports, are you aware if this is something that will be updated?

      We don't want to restrict a user from a dataset, however users should also not be able to edit other user reports.

      What is the point in locking down who can edit a dashboard, when the underlying reports can be changed?

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      Nacho Santana

      Hello Ronald,

      Hope all is well. Regarding these 2 roles, they can specifically edit the following:

      -Dashboards that have been shared with them. If it is not shared, they won't have access to it.

      -Queries are a bit different, they don't have a sharing option, but they are visible and editable to those agents with these roles and access to the dataset. Here in this article, you can find information about the dataset permissions.

      I hope this help. Have a great day!

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      Ronald

      Can somebody help me understand the permissions associated with the following roles?

      Under the basic roles I'm not clear on this one:
      Editor -- Edit created and shared dashboards, reports, and datasets

      Under custom roles not sure I understand this one:
      Create reports -- Edit created and shared dashboards, reports, and datasets

      What specifically can be edited exactly? Does this allow any Explore user with these roles/permissions to edit any report or dashboard? Or only those dashboards or reports that have been shared with them/created by them directly?

      We have PMs that want to be able to create reports and as Zendesk admin I'm not sure if that means they would be able to edit reports and dashboards that I've created. I would not want them to be able to accidentally change a dashboard (particularly because there is no way to undo changes) or accidentally delete or change a report because if they can see everything it's just a big mess of reports and hard to keep track of them in the Explore UI.

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      Gabriel

      Hello Mark!

      I hope all is well. Thanks for the feedback on this! I understand it may be a bit confusing for the roles with "view reports". For these roles, they can only View Explore dashboards/reports that have been shared with them in Zendesk (Explore Professional and Explore Enterprise plans only). For now, that is the only and more secure way to make these roles access the feature.
       
      We appreciate your feedback and we understand that sharing the Dashboard might not be the most convenient way for you. While there is no faster way, please, kindly check this article for how to share a Dashboard with your agents: https://support.zendesk.com/hc/en-us/articles/4408827282714-Sharing-and-publishing-dashboards#:~:text=To%20share%20a%20dashboard&text=If%20you%20have%20the%20dashboard,dashboard's%20name%20and%20select%20Share.
       
      I hope this helps! Thanks!!!

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