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Allow agent restricted to organizations to create view on organizations
已于 2021年6月21日 发布
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
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2 条评论
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.
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
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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
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