Recherches récentes

Pas de recherche récente

Allow agent restricted to organizations to create view on organizations

image avatar

Sophie Maini-Gastou

Publication le 21 juin 2021

Dear Zendesk Admins,

For our partners, we use a role limiting agent tickets views to the organizations they are working for. 

Problem :  they are not allowed to manage view filterer on organisations : all their projects / customers are mixed.

And you, how do you manage the visibility limitation of your partners on zendesk?


How do you enable "limited" agents to create relevant custom views on organisations?
At this point, I feel like the product limitation is almost an anomaly or an unfinished feature.

Thanks for your feedback

 

 

0

2

2 commentaire

Date
    image avatar

    Amie Brennan

    Hi Sophie, 

    Zendesk does have the ability you're looking for here. It's apart of the Custom Roles feature which is available on Enterprise plans. It allows you to control the levels on permission in regards to agents creating views. There's one level on there which would be suitable for you which I've listed below. Agents with this permission set in their role could create those views for the orgs and the group which the agent resides in. 

    • Add and edit personal and group views

    You can check out some more info on Custom Roles here:

    https://support.zendesk.com/hc/en-us/articles/203662026-Creating-custom-roles-and-assigning-agents

    Hope this helps you with your question on this one. :)

    Best,

    Amie

    0

    image avatar

    Sophie Maini-Gastou

    Hi Amie,

    Thank you for your answer but even with this right allowed, agents restricted to their organization don't have the right to filter on oraganizations (dropdown list is empty)

    That's why I was asking for experience sharing

     

    Sophie

    0

    Vous devez vous connecter pour laisser un commentaire.

    Vous ne trouvez pas ce que vous cherchez ?

    Nouvelle publication