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Anselm11
Anselm11
February 8, 2024
Question

Make views role-responsive

  • February 8, 2024
  • 4 replies
  • 30 views

Is it possible to make views responsive to the viewer's role, in addition to the group? I would love to restrict certain views to (for instance) just managers. Especially when using guided mode for some agents (but not all) it would be nice to have some views that are visible to agents in a non-guided role, but not visible to agents that are locked into guided mode.

4 replies

Stephan12
Stephan12
February 14, 2024

Hi, I managed this by creating an expert group limiting access to the admins or even (in case of a short number) you can grant access to an employee by selecting him personally in the view. You can also set up a private group. Nevertheless you have to keep them updated, so you have to figure out what kind of procedure is more convenient and transparent.

Regards, Stephan

Steve25
Steve25
Newcomer
February 14, 2024

Hi Anselm,

Another way is add a tag to each manager's user and then filter the new view only be visible to those with the tag. 

Stephan12
Stephan12
February 14, 2024

Hey Steve,
Also a common possibility. Great, thank you for mentioning.
Regards, Stephan

Brandon Tidd
Brandon Tidd
User Group Leader
February 15, 2024

Agree with the 'managers' group suggestion, but also recommend you cross-post this feedback in the Product Feedback section for support: https://support.zendesk.com/hc/en-us/community/topics/1260801325369-Feedback-Ticketing-System-Support- 

Brandon Tidd, Zendesk Guru
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