Agents have Guide Viewer privileges by default. Administrators have Guide Manager privileges. You can give agents Guide Manager privileges as needed.
This article contains the following sections:
Guide user roles overview
Guide supports the following user roles with different Help Center access privileges:
- Anonymous user is anybody who visits the Help Center without signing in.
- End user is somebody who has created an account and signed in to the Help Center.
- Guide Viewer is any regular Zendesk Support agent without Guide Manager privileges. Agents have Guide Viewer privileges by default, but you can make agents Guide Managers as needed.
Light agents (Professional add-on and Enterprise add-on) have Guide Viewer privileges for accessing content. Light agents on Guide Lite and Professional cannot create or edit articles. Light agents on Guide Enterprise and Legacy can create and edit articles where agents have permission.Note: Permission for agents to view and edit knowledge base articles or community posts is not part of the role permissions, but is set the article level for the knowledge base and at the topic level for community (see Setting content viewing and editing access).
- Guide Manager has full privileges in Guide. All Administrators have Guide Manager privileges.
For a list of specific permissions by role, see the next section, Guide user privileges by role.
Guide user privileges by role
The following table shows Guide user privileges by role.
(Admins, select agents)
|Submit support requests in Help Center||X
(If anybody can submit tickets is enabled)
|Manage subscriptions and requests||X|
|Comment on articles and posts
|Add posts to the community||X||X||X|
|Vote on articles and posts||X||X||X|
|Subscribe to articles and sections in the KB||X||X||X|
|Follow posts and topics in the community||X||X||X|
|HELP CENTER SET UP|
|Customize the Help Center||X|
|Manage Help Center settings||X|
|Add languages and translated content to Help Center||X|
|Set access restrictions on KB sections||X|
|Add, edit, or delete KB sections and categories||X|
|Reorder articles, sections, and categories in the KB||X|
|Disable comments for an article||X|
|Promote an article in the KB||X|
|Edit or delete comments on articles||X|
|View a list of all drafts||X|
|Set access restrictions on any community topic||X|
|Add, edit, or delete community topics||X|
|Reorder community topics||X|
|Pin or feature a community post||X|
|Close a community post for comments||X|
|Edit or delete comments on a community post||X|
|Change status of a community post||X|
|Create a ticket from a community post or comment||X|
|Moderate user content||X|
Setting content viewing and editing access for agents
Guide Managers have full access to the Help Center, including the ability to view all content and the ability to add, edit, and publish all content. These privileges are not part of the Guide Viewer role for agents by default, but are set at the article level for the knowledge base and at the topic level for community.
- Setting agent editing and publishing permissions on knowledge base articles
- Setting view permissions on articles with user segments