Explore use roles to control the level of access agents are given to it. For example, you might want some agents to be able to create and view reports and other agents to have only view access to reports.
The role names, and the method you use to associate them with users depends on the Support plan you are using.
For more details about giving agents access to Explore, see Giving agents access to Explore. If you're using Explore Lite, all of your agents have view-only access to the pre-built dashboards.
In this article, you'll learn about the following Explore roles and the level of access they give to your agents:
Explore roles in Support Professional
Explore includes the three roles in the table below when you use it with Support Professional. In addition, a fourth role no access is used when Explore is turned off in the agents profile.
Includes all editor permissions plus the following:
Explore permissions in Support Enterprise roles
You can set the following permissions for the setting What can this agent do in Explore? in Support Enterprise roles:
|Create reports and manage permissions||
Includes all Create reports permissions plus the following:
|No access||Agents with no access cannot view or access Explore.|