User Fields should be segmented by group or brand

3 Commentaires

  • James Hanley
    Zendesk Product Manager

    Hey Cat,

    James here from Zendesk, thanks so much for this feedback.

    Recently we launched the ability to switch between user profiles in the customer context powered by Sunshine Profiles. Here is a link to an overview of the feature.

    Hope this helps.

    James

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  • Cat B

    I don't see how that feature has anything to do with the issue I brought up. Do you know what I am talking about when I say user fields? See the below pictures for what I am referring to. When creating/editing user fields, on the right, I can't select a group or brand for which the field was created for. When you open the user profile you see every single field but really you should only see certain fields based upon what team you are on. In this example, I have a ton of user fields used for our Travel team (TSA #, travel reward numbers, preferred airline seat)... but the accounting team who also lives in this instance should not be able to see those fields. Especially if there is sensitive information in those fields, I only want certain teams to see that information. 

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  • James Hanley
    Zendesk Product Manager

    Hey Cat,

    Thanks for the more detailed explanation.

    The reason I suggested Sunshine Profiles is because I thought you wanted to segment user fields based on the brand or team the end-user has membership too - I now understand what you're looking for is the ability to show and hide different user fields based the groups the agent has membership too.

    The functionality you're looking for is not currently supported. However, I did find this community post which includes a link to a Marketplace App that can hopefully provide you some of the functionality you're looking for.

    James

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