You can take steps to secure sensitive information contained in your Zendesk, including:
Removing information from email notifications
The default triggers in Zendesk Support produce a variety of email notifications sent to users and cc's. The emails may contain information you don't want to make public. For example, if you're a HIPAA-compliant company in the U.S., you don't want personal health information to be accidentally sent in subjects or comments in the email. You can edit the triggers to remove the information from the emails.
To remove information from email notifications
- In Admin Center, click
Objects and rules in the sidebar, then select Business rules >
Triggers. - For each trigger that sends email notifications, click Edit.
- In the Email Subject or Email body of the trigger action, delete the
dynamic content placeholders for the ticket subject (
{{ticket.title}}) and comments, including any of the following placeholders:{{ticket.description}}{{ticket.comments_formatted}}-
{{ticket.public_comments_formatted}} {{ticket.latest_comment_formatted}}{{ticket.latest_public_comment_formatted}}
- Click Update Trigger.
For more information, see the Zendesk Support placeholder reference.
Making ticket attachments private
Attachments use links in Zendesk Support. Without enabling private attachments, any link found by an individual can be accessed without first authenticating into Zendesk. Enable private attachments unless there's a strong business reason not to. See Working with attachments in tickets.
Redacting credit card numbers from tickets
You can redact, or remove, digits from credit card numbers found in ticket comments or custom fields so that the numbers are no longer useful. See Automatically redacting credit card numbers from tickets.
Redacting other ticket information
If you have the Zendesk Agent Workspace enabled on your account, you can use native ticket redaction to redact ticket content. See Redacting ticket content.