Giving users access to Explore

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4 Comments

  • Devan - Community Manager
    Zendesk Community Manager

    Have a question on Explore Insights Migration?

    Next Tuesday, January 26, we’ll be hosting our next Q&A event. From 11:00 am - 12:00 pm CST, we’ll be answering questions and product feedback on Explore Migration and Setup. Registration is open now, but we still recommend registering to receive a post-event recording for those who can't attend.

     

    How to register for this event?

    Follow the registration link and sign up for our live event, which will begin at 11:00 am on January 26. Upon registering you will be prompted to submit your question you'd like our experts to answer, which will be addressed even for those who can't attend. Afterward, we will post a recording of the webinar in the community, along with a summary of all of the questions answered. 

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  • Katie Dougherty

    Hi there, 

    Thank you for your feedback on this article! If you have a moment, please post your feedback in the Explore feedback Community Section so our Product Managers can review it and other users can upvote your suggestion. 

    I'd like to offer the following resources we have for moving from Insights to Explore! Our Product Teams are working to address any feature parities and please get in contact with your account representative with any concerns on the Insights EOL timeline and assistance in migrating to Explore. 

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  • Mark Leci

    There's some misleading terminology used here that has been causing problems for my team. 'Create Reports' allows users to create queries, which implies that queries are reports. That makes sense because the query is the actual data. But 'view reports' doesn't allow people to view queries. 

    In fact there is no way for me to give access for people to view queries, if I want to let someone see a query, I have to add it to a redundant dashboard, which just adds to the already cluttered list of Explore reports and dashboards. 

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  • Gabriel
    Zendesk Customer Care
    Hello Mark!

    I hope all is well. Thanks for the feedback on this! I understand it may be a bit confusing for the roles with "view reports". For these roles, they can only View Explore dashboards/reports that have been shared with them in Zendesk (Explore Professional and Explore Enterprise plans only). For now, that is the only and more secure way to make these roles access the feature.
     
    We appreciate your feedback and we understand that sharing the Dashboard might not be the most convenient way for you. While there is no faster way, please, kindly check this article for how to share a Dashboard with your agents: https://support.zendesk.com/hc/en-us/articles/4408827282714-Sharing-and-publishing-dashboards#:~:text=To%20share%20a%20dashboard&text=If%20you%20have%20the%20dashboard,dashboard's%20name%20and%20select%20Share.
     
    I hope this helps! Thanks!!!
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