Request for Step-by-Step Instructions on How to Create Restricted Sections
RespondidaGreetings,
Our brand-new Help Center comes pre-populated with a restricted section that is "Only visible to agents and managers." It has a little padlock beside the section's name. If I choose "edit section," I observe that the "Who can view" drop-down box displays the option "Agents and managers."
I'd like to create another section that is also restricted exactly like that. But, when I choose "Add content --> Section," the "Agents and managers" option is not available in the drop-down field. Could you kindly provide step-by-step directions on how to create a restricted section?
I have a "Starter" account. I've tried to perform due diligence and find this on my own, but can't.
Cheers,
Jamie
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Hey Jamie!
Sorry for the delayed response on this!
All Help Centers are created with the same default sections, regardless of plan level, but beyond that there are features that are restricted depending on what plan you're using.
The "Agents and Managers" option in the "Who can view" area when you create a section is part of the Help Center's Internal Knowledge Base feature, which is only available on the Plus and Enterprise plans. This is why you don't see it when you create a brand new section.
You can still restrict your sections so they can only be viewed by signed in users, and further restrict that content so that it can only be viewed by signed in users that are in a certain Organization, or who have certain user tags. You can find out more about this here: Restricting access to Knowledge Base content.
For your use case, I'd recommend adding all of your agents to an Organization, and using that to restrict the content that is for their eyes only.
Hope that helps!
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