注意:大多数 Zendesk Suite 服务模式会根据服务模式类型自动包含默认数量的低权限专员,但您可以根据需要购买更多低权限专员。这些限制不适用于旧版服务模式或附加功能。
低权限专员拥有有限的权限,但可以了解关于工单的情况,可按需在工单中添加私密评论以提供专业知识和建议。低权限专员的工单评论(包括其创建的任何工单的第一条评论)是私密的。但是,如果低权限专员是工单请求者,而不是组或品牌成员,则其私密评论将转为公开评论。要分配低权限专员用户角色,请参阅在 Zendesk 管理中心设置用户角色和访问权限。- Suite Growth 服务模式最多包括 50 名低权限专员。
- Suite Professional 服务模式最多包括 100 名低权限专员。
- Suite Enterprise 服务模式最多包括 1000 名低权限专员。
- Suite Enterprise Plus 服务模式最多包括 5000 名低权限专员。
本文章包含以下部分:
相关文章:
请勿使用 API 或任何软件为低权限专员提供其在 Zendesk Support 专员用户界面中无权使用或访问的功能或权限(如下所述)。
了解低权限专员的权限
低权限专员具有以下权限。
注意:如果您已创建共享宏,则低权限专员无法使用宏来应用其无权进行的操作。例如,如果您有一个更改工单状态的共享宏,低权限专员可以访问该宏,但若尝试应用宏,工单状态不会更改。
分区图 | 低权限专员可以…… | 低权限专员不能…… |
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工单 |
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人员 |
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Guide(在 Team 服务模式中不可用) |
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报告 |
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视图 |
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业务规则 |
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渠道 |
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邮件 API |
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应用 |
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Zendesk Chat |
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Zendesk Talk |
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配置低权限专员工单访问和报告权限
在了解何时使用低权限专员用户角色以及他们有哪些权限后,您就可以配置一些权限。低权限专员权限的配置方法因您使用的服务模式类型(Suite Growth、Professional 或 Enterprise)而异。您可以配置低权限专员的工单访问选项。如果您使用的是 Suite Professional 或更高版本,您还可以配置对报告的访问权限。上表中的其他低权限专员权限无法更改。
配置低权限专员权限(Suite Growth 或 Professional)
如果您使用的是 Suite Growth 或 Professional,您可以配置低权限专员的报告和工单访问权限。
编辑低权限专员的报告和工单权限(Suite Growth 或 Professional)
- 在管理中心,单击侧栏中的工作区 (
),然后选择专员工具 > 专员界面。
- 在低权限专员访问权限旁边,对于这名专员能访问什么样的工单?,选择一个选项:
- 此专员组内所有的:允许低权限专员仅访问其组内工单。
- 由此专员组织内的终端用户请求的:允许低权限专员仅访问其组织内终端用户请求的工单。换言之,低权限专员将无法更新终端用户的组织字段,或指向组织的查找关系字段。
- 全部:允许低权限专员访问所有工单。
- 如果您选择了上述此专员组内所有的,并希望低权限专员作为请求者可将工单分配给任何组,请同时选择专员可以分配到任何组。
- 对于此专员可以对报告做什么,请将 Insights 报告权限设置为仅可查看或无法查看。
- 完成后,单击保存。
配置低权限专员权限 (Suite Enterprise)
如果您使用的是 Suite Enterprise,则只能配置低权限专员的工单访问权限。
编辑低权限专员的报告和工单权限 (Enterprise)
您无法复制或修改低权限专员用户角色,但工单和报告这两个设置除外。
- 在管理中心中,单击侧栏中的人员 (
),然后选择团队 > 用户角色。
- 在低权限专员用户角色旁边,单击编辑。
如果您使用的是 Explore,则只能更改工单部分的设置。
- 在工单下,对于这名专员能访问什么样的工单?,选择一个选项:
- 由其组织中的终端用户请求:允许低权限专员仅访问其组织内终端用户请求的工单。换言之,低权限专员将无法更新终端用户的组织字段,或指向组织的查找关系字段。在 Suite Enterprise 服务模式下,低权限专员无法访问查询或编辑 Explore 报告,但您可以在“仅限查看”模式下与其共享 Explore 面板。
-
全部在他们的组里:允许低权限专员仅访问其组内工单。
- 分配工单到任意组:允许低权限专员将工单分配给他们不属于的组,包括私有组。
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在他们的小组和所有公共小组内部
- 分配工单到任意组:允许低权限专员将工单分配给他们不属于的组,包括私有组。
- 全部:允许低权限专员访问所有工单。
- 如果您选择了上述此专员组内所有的,并希望低权限专员作为请求者可将工单分配给任何组,请同时选择专员可以分配到任何组。
- 单击保存。
86 条评论
Stephanie Fleming
Hello! I am trying to set up a trigger so that when a light agent makes an internal note the status changes to open.
An artice has been suggested in these comments. It no longer exists. https://support.zendesk.com/hc/en-us/community/posts/360000925927-Set-ticket-to-open-when-a-light-agent-post-an-internal-note
This community thread was then suggested, but the suggested trigger comment was removed. https://support.zendesk.com/hc/en-us/community/posts/5928020321178-Is-there-a-way-to-set-that-when-a-light-agent-makes-an-internal-note-on-a-ticket-it-will-set-the-ticket-to-open-if-it-is-on-pending-or-on-hold
Please advise on how we can set up this trigger so internal notes do not get missed! Thanks!
0
bill cicchetti
Is there a reason Light Agents cannot expand the list of CC'd users on a ticket? If there are more CC'd users than what fits on the screen the “+ <#> more” option is not available. This isn't a case of a Light agent trying to update a ticket, only to see who is CC's on the ticket.
0
Sam Weekley
I find it disappointing that this is not available for light agents
- Use agent email forwarding to forward an email to your support address, creating a ticket with a public comment.
Our use case would be for our salesmen forwarding emails directly on behalf of customers. Usually with something like “Please process”. We can either set them up as a light agent and the text comes through as a bulk private comment or not set them up in the system at all but the customer will see the “Please process" part.
For me it would be ideal if the Light Agents comment could come through as a private comment with the customers comment a public comment with the ticket changing the requester to the customer.
This seems to make sense as technically the Light Agent is not creating a public comment it is the customer.
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Lisa Kelly
Hi Amie,
Please work with the Advocacy team to create a ticket for this.
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Amie Brennan (SuccessCX)
1263082225729 can you confirm if light agents can send a side conversation via MS Teams? I can't see any reference to this in the doc here? Only that they can send a side convo via email, but not a side convo child tickets.
Can you confirm and then also update this article to reflect if a light agent can iniate a side convo via Slack or MS Teams?
0
Joselo Torres Landa
I have a question.
The article states that a light agent can NOT answer CSAT surveys, however someone with a light agent licenses can also be the requestor for a ticket.
If a light agent is also an end user/customer and opens a ticket, will that person wont be able to answer the CSAT survey they get when their ticket is resolved?
0
Gabriel Manlapig
Hi Aiman,
We recommend reviewing the most recent community posts regarding the following question: Is there a way to configure the system so that when a light agent adds an internal note to a ticket, the ticket transitions to an open status if it is currently in pending or on-hold status?
We hope this helps. Thank you!
0
Aiman Sayed
Hi, this page doesnt exist- https://support.zendesk.com/hc/en-us/community/posts/360000925927-Set-ticket-to-open-when-a-light-agent-post-an-internal-note please help
0
Chris Todd
Thanks 1263082110149 - I did read the table that way. It says:
Light Agents can… View areas of the Help Center knowledge base and community that are restricted to agents.
Seems the table in this article is incorrect OR needs that additional caveat added.
0
Dainne Kiara Lucena-Laxamana
Hi 6313863112346
Unfortunately in order for Light Agents to be able to view restricted articles, they'd need to also have agent access in Guide.
0
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