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Limit Specific End User/Customer Information to Custom Agents
Posted Mar 13, 2024
I am looking for a way to hide customer information from a specific Agent list (that I would create via a new custom agent type). Limiting access of end user PII to a subset of agents would be hugely beneficial for our team as we expand with temp/contract/3rd party support agents
This doesn't seem possible, as the only customer info I can hide based on agent type is custom field information.
The solution, as much as I hate to think of it as such, is creating a second ZenDesk installation: specific customers whose PII we need to keep hidden from contractors will route into an instance which is only accessible by my internal team whereas all other customers without PII restrictions can go into a separate instance of ZenDesk
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Christine Diego
At the moment, there is no built-in method to achieve what you are looking for. However, you may want to explore our professional services to see if it is feasible through a private app. If you are interested, please feel free to contact your account manager.
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