Zendesk Admin Centre is the central place where Zendesk administrators configure and manage account-wide settings.
Q: Why use the Admin Centre?
A: It provides a streamlined interface to control essential features across all Zendesk products that UMG has enabled, and it also:
- Provides a centralised view for system-wide configurations
- Keeps security and permissions tightly controlled
- Allows for scaling your support operations across products and brands
- Enables auditing and compliance management
Instance Admins
An Instance Admin is not a regular Zendesk role; it is a customised role created for those managing UMG Zendesk instances and subdomains. As an Instance Admin, you have access to the following permissions.
Tickets
Tickets you can access
- Access tickets all within your brand membership, including those in private groups.
Brands you can assign tickets to
- Assign tickets to brands you belong to or have access to.
Manage suspended tickets
- Recover or delete suspended tickets. You can also export the suspended ticket list.
- Edit ticket properties, which include:
- Assigning tickets: Can assign tickets to specific agents or other instance admins.
- Deleting tickets: Can delete tickets and recover them. Can also mark a ticket as spam if you have permission to delete the end user.
- View deleted tickets: Can access the deleted tickets view, recover deleted tickets, and delete tickets permanently.
- Redacting ticket content: Can permanently censor ticket attachments and text in comments.
- Merging tickets: Can merge two tickets.
- Edit ticket tags: Can add and remove tags on tickets. Without this, you can still set custom fields, but can't add tags with macros.
Commenting Permissions
- Manage public and private comments on a ticket.
- Manage ticket fields. You access the ticket fields admin page to create, edit, update, and delete ticket fields.
- Manage ticket forms. You can access the ticket forms admin page and create, edit, update, and delete ticket forms.
People
- End-user profile access:
- Add, edit, and delete an end user profile.
- You can assume the end user's identity and access and manage their Support profile.
- Manage groups:
- Add and remove team members from groups
- Create, edit, and delete groups
- Manage organisations:
- Add, update, and delete organisations.
- You can also manage organisation fields by adding, editing, and deleting them.
- View customer lists:
- When this permission is off for agents, they can still utilise auto-complete to access end-user information, including name, email address, phone number, or organisation.
- Manage user fields:
- You can access the user fields admin page and create, edit, update, and delete user fields.
Agent Workflow
- View permissions:
- Add and edit personal, group, and global views.
- View and use filters.
- Macros permissions:
- Add and edit personal, group, and global macros.
- View, add, and edit dynamic content.
- View, add, and edit contextual workspaces.
- Reply to or start new side conversations with third parties or team members outside the ticket flow. Note: Without this, you can only see side conversations.
- Manage Business Rules:
- View, add, edit, and delete automations.
- View, add, edit, and delete skills.
- View, add, edit, and delete service level agreements.
- View, add, edit, and delete triggers. Note: Agents can still view triggers without this permission.
- Access business rules analysis.
- Manage your Help Centres:
- Manage/access Guide as an admin and manage articles, themes, and settings.
- Manage Reporting and Analytics:
- Manage administrative settings and permissions for Explore.
- View, add, and edit the Reports tool in Support, not reports within Explore.
- View details about calls on the Talk dashboard (if being used).
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