Announced on | Rollout on |
July 16, 2024 | July 16, 2024 |
This announcement answers the following questions:
What’s changing and why?
In an effort to deliver a simple and clear experience for our users, we’ve rolled out an update to the user experience of the Explore admin settings pages. This new experience streamlines the management of multiple settings, including:
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Dataset access: The management of dataset permissions, available on the new Dataset access tab, has been simplified from the need to check several boxes to a drop-down list.
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Dashboard sharing outside Zendesk and scheduling with end users: These options now live on the new Sharing tab.
- Default visualization colors: Updated color pickers live on the new Formatting tab.
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CSV export settings: Updated export settings live on the new Formatting tab.
Note: Prior to this change, it was possible to set any special characters as column separators in CSV exports. With this change, only certain characters are allowed. If you save any settings on the Formatting tab of the Settings page (even settings unrelated to exports), the new export settings are enforced. This may break automated export workflows you have created that rely on certain special characters.
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Default start of week: Start of week settings now live on the new Formatting tab.
As part of this update, we’re removing the Dashboard email delivery section of the Explore admin settings pages. Moving forward, scheduled dashboard deliveries can be viewed directly from the Dashboards library (in the Schedules column), and a detailed view of scheduled deliveries is available on the dashboard itself under the Schedule button.
Additionally, with this update, only users with admin permissions in Explore will be able to see the Settings icon and access the admin settings pages. Editors will no longer see the Settings icon in the sidebar.
What do I need to do?
There's no action required of you. This update has automatically rolled out to all Explore accounts. For more information about these updates to the Explore admin pages, see the following articles:
- Setting Explore dataset access
- Sharing Explore dashboards outside Zendesk
- Scheduling dashboard deliveries with end users
- Scheduling dashboard deliveries
- Setting default chart colors and export settings
- Setting the start of the week for reports and filters
If you have feedback or questions related to this announcement, visit our community forum where we collect and manage customer product feedback. For general assistance with your Zendesk products, contact Zendesk Customer Support.