Understanding Guide roles and privileges

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  • ainsley ash

    Thanks! I was wondering if there was some way to work around this behavior to allow some specified set of light-agents to submit a HC form and bar them from the Zendesk.

    I'll look into other options for my needs.

  • Jake Edwards

    The gap between Guide Agent and Guide Admin is too big. I.e. sections can categories should have permissions that can be managed by the segments just like articles.

    Sensitive controls like theme and help centre settings etc, should be under their own role, or more granular.

    Other controls like creating and managing sections and categories are under the Guide Agent purview in our organization.

  • A.J. Bouchard

    I just created this Guide Product Feedback Post:

    Separate out the privileges for Help Center Set Up and Customization from the Manage Guide permissions

    Please go up-vote the post if this applies to you!

  • Dave Dyson

    Thanks A.J.!

  • Drew Milbrath

    I have Guide locked down to users who are signed in via SSO. 

    However, agents / light agents with "Viewer" permission do not have access to the Guide. How can I resolve this? 

  • Cheeny Aban
    Zendesk Customer Care
    Hi Drew, 
    If you have light agents, they can still access your Guide Help Center as a viewer. Are you having a problem setting up SSO for your light agents? if you can further share what would you like to achieve, that will be great. 
  • Nazariy Pankiv

    Nice job

  • Dana B

    I would like to use Guide for internal processes. Is there a way that we can restrict access from anonymous users? My fear is our clients/competitors will easily figure out our URL for Guide and be able to see internal documentation. We need to have a Guide that would only be accessed via user credentials.





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