Creating custom roles and assigning agents

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3 Comments

  • john_weng 翁維澤

    Hi I'm using Professional now, but is interested in Enterprise plan. 

    About Analytics (if Explore is enabled)
    May I know what's the different between "Explore permissions" and "Reports tool in Support"?

    0
  • Josh
    Zendesk Customer Care
    Hi John!
     
    Thank you for reaching out to us.
     
    Explore Permission means features available for Zendesk Explore (if available). While Reports tool in Support is just a basic overview.
     
    Zendesk Explore is the latest reporting tool we have where in you can create custom reports and check default reports for your account.
    0
  • Maria Barrera

    Hi! How can I set up a role that provides access to the chat product?

    I set up the role to have these permissions but the chat box (below) remains unchecked. I need to provision accounts to new agents in bulk (through Rippling) and need to be able to provide access to the Chat product as a default. 

    Thanks!

    0

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