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 (Support add-on) have Guide Viewer privileges for accessing content. Light agents on Guide Professional and Enterprise can create and edit articles where they have permission. Light agents on Guide Lite cannot create or edit articles.Note: Permission for agents to view and edit knowledge base articles or community posts is not part of the role permissions, but is set at 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.
Article creation, management, and publishing privileges are not determined by the user's role, but are determined by user permissions. For a complete list of agent privileges granted by user permissions, see Understanding agent privileges for user management permissions.
(Admins, select agents)
|END USER ACTIONS|
|Submit support requests in Help Center||X
(If anybody can submit tickets is enabled in Support)
|Manage subscriptions and requests (if available)||X|
|Comment on articles and posts
|Add posts to the community (if available)||X||X||X|
|Vote on articles and posts||X (if anonymous voting is enabled)||X||X||X|
|Subscribe to articles and sections in the KB||X||X||X|
|Follow posts and topics in the community (if available)||X||X||X|
|HELP CENTER SET UP|
|Customize the Help Center||X|
|Manage Help Center settings||X|
|Enable languages for Help Center||X|
|Add, edit, or delete categories and sections||X|
|Reorder articles, sections, and categories||X|
|Edit or delete comments on articles||X|
|Create a ticket from a comment on a knowledge base article||X||X|
|COMMUNITY MANAGEMENT (if available)||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||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 articles in the Guide admin 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
- Understanding agent privileges for user management permissions