Recent searches
No recent searches
Product Request: Use User Segments to restrict access to Ticket Forms
Posted Feb 09, 2024
Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]. (2-3 sentences)
User Segments currently exist to restrict access in a Help Centre to specific articles. I would like to apply User Segments to access Ticket Forms.
This would impact Customers accessing our Support Portal.
What problem do you see this solving? (1-2 sentences)
One of our core business segments is supporting large enterprise tier customers. Within this segment of customers, we have dedicated Ticket Forms that only certain sets of these customers should see. For example, members of a companies Fraud team should have the option to use ticket forms relating to Fraud, but other members of that organisation should not.
At present the workaround for this are to make code level changes for the Help Centre theme to check for a users associated tags and remove Ticket Forms based on that. This is tedious, at risk of error and unclear if it impacts performance / security on the Help Centre.
When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business? (3-4 sentences)
This is a recurring problem for our company and we have had to rely on the workaround mentioned above. As we deal with larger customers, they have asked for more complex levels of user permissions that can be managed to restrict access to certain items.
Are you currently using a workaround to solve this problem? (If yes, please explain) (1-2 sentences)
Workaround mentioned above - we set tags at an Organisation or User level and update the Javascript on our HC theme to remove a Ticket Form based on who is attempting to access the form.
What would be your ideal solution to this problem? How would it work or function? (1-2 sentences)
The most straightfroward solution would be allow User Segments to apply to Ticket Forms - this should be available at a Brand level, as the same Form may be used on multiple Branded Help Centres, but be available to different User Segments.
15
5 comments
Chandra Mullineaux
We have a very similar use case as the original poster. We had to use a JavaScript solution designed by a third-party consultant as a workaround when we first implemented Zendesk, and our inability to update it ourselves has prevented us from being able to upgrade to the newer Zendesk Help Center template without needing to hire someone to redo our JavaScript again. it would be fantastic if we could get a solution for this out of the box!
0
Shawna James
Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!
0
Ariana Sorensen
We have a use case where we provide internal company support (IT, HR, Payroll, etc.) as well as external support for our customers/clients.
We have public help articles for our customers and internal help articles strictly for our employees. Customers are currently able to access our ticket forms for our internal employees through our public articles.
We require a sign in on the main help center page before the “Submit a Request” button will show, but at the footer of our articles (including the public ones) there is a “Submit a request” button that will allow access to the ticket forms regardless of whether one is signed in or not.
It would help us greatly if there was a way to restrict this without having to know how to do web coding.
2
Katie Lynch
We also are looking for a more elegant solution to form restriction using user segments. We do not have an in-house coder, so using Javascript would set us up to constantly need third-party assistance.
0
Jamie Danjoint
We are in the process of onboarding over 80 locations. For the most part, the request types are fairly standard but there are some locations where they offer an additional service that isn't offered at other locations. I need the ability to show an additional form for the locations that offer this additional service. Not being able to do this means that customers from the other locations could select this form thinking that service is offered to them when it isn't. This is a poor customer experience and can cause them to become frustrated and cause unnecessary ticket volume into Support.
0