What's my plan?
All Suites Growth, Professional, Enterprise, or Enterprise Plus
Support Professional or Enterprise
Inspecting account configurations is currently part of an early access program (EAP). You can sign up for the Configuration Management EAP here.
Location: Admin Center > Account > Configuration management > Inspection

Admins can use the Inspect page in Admin Center to produce a summary of their account configurations for their Zendesk environments. Rather than jumping around to each separate page, you can quickly review everything from account-level settings to business rules, channels, and organizations. This makes it easier for admins to manage the account and deploy changes from sandboxes to production accounts.

Additionally, admins can save a snapshot of an environment's current configuration as a record they can look back on if necessary.

This article contains the following topics:
  • Inspecting configurations
  • Saving a snapshot of an environment's current configuration

Inspecting configurations

Inspecting configurations provides a big-picture view of an environment.

To inspect an account configuration
  1. In Admin Center, click Account in the sidebar, then select Configuration management > Inspection.
  2. Select the Environment (account) that you want to inspect.

    This can take up to 20 seconds for very large instances.

  3. Click on a configuration item's name to expand and inspect it. You can also search for specific configurations by name.

Understanding which configurations can be inspected and saved

The following configurations are available for inspection during the EAP:
  • Account
    • Business hours
    • Support addresses
    • Brands
    • Locales
  • People
    • Groups
    • Tags
    • Custom roles (Enterprise plans only)
    • Organization configurations
    • Organization fields
    • User configurations
    • User fields
  • Workspaces
    • Workspace order
    • View order
    • Macros
  • Objects and rules
    • Tickets
      • Forms
      • Fields
      • Tags
      • Statuses
    • Custom objects and their fields
    • Omnichannel routing configuration
    • Business rules
      • Ticket triggers
      • Automations
      • Service level agreements (SLAs)
  • Apps and integrations
    • App installations
    • Email targets
    • Webhooks
    • OAuth clients

Saving a snapshot of an environment's current configuration

When inspecting an environment's configuration, you can save a snapshot, which is a read-only version of the configuration as it exists at that time. After a snapshot is saved, you can view, edit, and delete it from the Snapshots page in Admin Center.

To save a snapshot of an environment's configuration
  1. In Admin Center, click Account in the sidebar, then select Configuration management > Inspection.
  2. Select the Environment (account) that you want to save a version of.
  3. Click Save this snapshot.
  4. Enter a unique name for the version.
  5. Click Save.
Powered by Zendesk