| Suite | Team, Growth, Professional, Enterprise, or Enterprise Plus |
| Support with | Guide Professional or Enterprise |
- Restricting your entire help center to signed-in users
only
You can prevent anonymous visitors from accessing your help center by requiring end users to sign in. This is known as a restricted help center. Visitors will only see the sign-in page.
- Setting view permissions that restrict signed-in users to a user
segment (this feature is not available on Suite Team)
You can define which of your help center users can have view access by setting the help center view permissions. The following options are available:
- Signed-in users This includes internal and external users who create an account and sign in to your help center.
- Agents and managers This option is for staff members only, so that you can create content that is internal-only.
- Custom user segment This option enables you to restrict viewing access to specific users based on tags, organizations, or groups by applying custom user segments (see Creating user segments to restrict access).
You can also restrict access to specific areas of your knowledge base (see Restricting access to knowledge base content) and community (see Restricting access to community content).
To restrict your help center visibility
- In Guide admin, click the Settings (
) icon in the
sidebar. - Under Security, select Require sign in.Note: If you are on an Employee Service plan, this option is not selectable. Your help center is restricted to signed-in users only.
- (Optional) If you want to restrict your help center visibility
to a segment, under Require sign in, select Limit to user
segment, then open the dropdown menu and select a
User segment. Note: Restricting visibility to a user segment is not available on Suite Team.
By default, the visibility of your help center is set to Signed in users.
- Click Update.
36 comments
Jan Kadam
Hi all!
I am facing the same roadblock as Peter Lumley. I tried playing around with the end user authentication settings, but there's no option for users to just be logged in through our website.
If the help center is accessed through our website, there's no reason for users to have to sign in to Zendesk as well.
I tried checking the box for external authentication, but my account doesn't allow me to do so. Is this something that is covered only in a higher subscription model? Would appreciate some help on this subject.
Thank you!
0
peter lumley
Hi Folks,
I am a newbie, so forgive me if this is a dumb question. I want to be able to restrict access to my Zendesk help centre to only paid users of my app. I would also like it if when they have logged into my app, their credentials could be pre-verified in Zendesk, meaning they would not need to log in separately. Making it a nicer user experience.
So given I am a user when I select the help centre tab in the app, I am directed to the Zendesk help centre.
1
Oren Ben-Ami
Hi,
I have a few questions if I enable Require sign in (and we plan to implement SSO):
Now, when I am signed into Zendesk as an admin and visit our Help Center, I see the home page, and I can click Sign in, but I don't have to fill out credentials; I am automatically signed in.
Or will they receive our platform's SSO sign in page and be redirected to the Help Center?
I appreciate any help you can provide :) Thanks!
0
Neal Shmidman
Thanks Anne. Tried all recommendations. Still not resolved. I'll pick this up on the ticket.
0
Anne Ronalter
very strange, that it is still not showing for you.
It might be due to Browser settings, that it does still not appear for you. Therefore I recommend you try the following:
- Clear Cache and Cookies
- try it out of a different Browser
- try it out of an incognito window
- make sure that there are no outstanding updates of the Browser and PC itself
Furthermore, I will also go ahead to create a ticket on your behalf to investigate further.
0
Neal Shmidman
I have followed the instructions to "To restrict your help center visibility" however, I am unable to select a newly created user segment i am looking to restrict. It is only showing me the "signed in end user" segment. How do I successfully allow some end users to sign in and see my help center and prevent others from creating accounts and accessing?
0
Brett Bowser
There's no plans currently to set up restrictions at the category level at this time. I'd recommend creating a feedback post in our Help Center (Guide) Feedback topic for our product managers to review.
You can also view our Guide Knowledge Management Roadmap here: https://support.zendesk.com/hc/en-us/community/posts/4410198255386-Guide-Knowledge-Management-roadmap
I hope this helps!
0
Mohit Sanyal
Is there a possibility to add restrictions at the category levels? Are there any plans to incorporate this feature. Restricting the access at article level is at times a cumbersome exercise.
1
Dane
It's possible that you are testing it on the same tab where you are logged in as Admin. Please try to access it on an incognito window and test the behavior again.
0
Tom Weinstock
I created a user segment and tag with the same name..."validated_user" and added the tag to an organization. This allows me to not only lock down the help center, but allows me to, essentially, approve new users. I approve them by adding the tag to their organization. One big problem though. Chat (messaging). Even though the help center page was restricted for my test account, I was still able to start a chat and open a ticket. Seems like a little hole in the user segment security. Thoughts?
0
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