About the Customers (end users) page

Return to top

46 Comments

  • Shehryar Khaliq Lodhi

    Hello everyone !

    can we like restrict specific agents from viewing the people's button ?

    0
  • Pratishtha Nahata
    Zendesk Product Manager

    Hi Shehryar Khaliq Lodhi - at the moment, this page can be restricted for custom roles, by changing permissions found under Admin > People > Roles > Role and unchecking the "view user profile lists" checkbox and saving changes to the role.



    0
  • Shehryar Khaliq Lodhi

    like this will be for all the agents or do I need to specify a separate role for every agent and then?

    0
  • Mikael H

    It would be great to be able to sort users in date of last login. It's really hard to administrate 250 users with the current tools available from Zendesk.

    0
  • Pratishtha Nahata
    Zendesk Product Manager

    Hi Mikael H - Thanks for the feedback, I want to clarify - when you say "sort users by date of last login" - are you looking for this information for end users or for agent users?

     

    0
  • Mikael H

    Hi Pratishta,
    Yes, it's for agent users. I can see now that I left that information out.

    0
  • Pratishtha Nahata
    Zendesk Product Manager

    Hi Mikael H - thanks for clarifying, the agent users are now on the new Team Member page, I'll let Tom Dupuche our PM for Team Member management answer your question

    0
  • Heather Rommel
    Community Moderator
    The Product Manager Whisperer - 2021

    Hi Pratishtha Nahata,

    I am in the middle of trying to get a list of users for a few Orgs. As a result of this, I would like to request that we be able to filter:

    1. By Organization(s) whether primary or not

    2. By a User Field (standard and custom)

    3. By status (verified, suspended, etc)

    And also to be able to add/remove different columns prior to export:

    1. User Fields (standard and custom)

    2. Primary Organization

    3. All organizations the user belongs to

    4. Created at

    5. Last login

    6. Access (can view Org's tickets, only their own tickets, etc)

     

    Thank you for considering!!

     

    1
  • Nisarg

    Hello @Pratishtha Nahata,

    Is there an api we can call to extract only the list of end-users?

     

    0
  • Brett Bowser
    Zendesk Community Manager
    Hey Nisarg,
     
    I'd recommend taking a look at this article: https://support.zendesk.com/hc/en-us/articles/4408882924570-How-do-I-export-a-list-of-users-
     
    I hope this helps!
    0
  • Danielle DeCosta

    When we hire a new person, typically they are synced into our end users and I upgrade them to staff. Is there any article or insight you can provide that will explain how they are synced into our end users? I am not sure if it comes from our CRM ect. I just took on this role and can't seem to find the answer internally anywhere. 

    Thanks! 

    0
  • Dave Dyson
    Zendesk Community Manager
    Hi Danielle, and welcome to the community!
     
    It's possible that your predecessor enabled single sign-on for your end-users and/or agent/admins -- here's how to determine that and manage those settings: Managing single sign-on (SSO) configurations
    0
  • Muhammad Awad

    I have more than 10000 Unknown End-User. Any best practices to handle this list and merge/delete the users without affecting the data integrity? 

    0
  • Jupete Manitas
    Zendesk Customer Care
    Hi Muhammad, thanks for writing in! We do not have exact best practices documentation but it still depends on your workflow. Are you planning to clean up your users stored in our Zendesk interface? What we can suggest making use of the delete users, exporting, importing, and managing them outside. You can also make use of the SSO so that only registered users are inside your Zendesk instance. In terms of data integrity, you still have control over your data and Zendesk will process it accordingly. 
     
    You can also make leverage the API users endpoints to manage your user and their data. Thank you!
    0
  • Vladimir Shkuratov

    Hi Pratishtha Nahata,

    I am on the same need as Aleena Khan. Is there any way to export a list of end users once you applied the needed filter in the Customers tab?  And if not - what would be alternative solution apart from "Customer list" addson?

    Thanks.

    0
  • Christine Felicia
    Zendesk Engineering

    Hi Vladimir,
     
    You can take a look at our article: How do I export a list of users?
     

    There are three options available for you to export a list of users from your account.

    1. Use the Zendesk Rest API Users endpoint to capture the list of users from your account.
    2. Export users in XML or JSON format. For more information about exporting data from your Support account, see the article: Exporting data to a JSON, CSV, or XML file.
    3. Accounts with the customer lists can export their user list in a CSV file.
    4. There might be a third party alternative that works for your use case in the Zendesk Marketplace.
    1

Please sign in to leave a comment.

Powered by Zendesk