Zendesk Tip: How to include or exclude agent access to Zingtree

  • Updated
  • If you want to specify which agents have access to Zingtree from within their Zendesk view, you would enable Role Restrictions in this way:

    1. In Zendesk, as the administrator of your account, open the Zendesk Admin portal.
    2. Click Manage, My Apps, and select the Agent Scripting app.
    3. Click Change Settings. The image below shows your current view.
    4. For Role Restrictions, check the Enabled box.
    5. Select which agent roles you would like enabled.

    Please note that Zendesk offers Role Restrictions only for the Enterprise Platform. 

  • If you want to specify which agents have access to Zingtree from within their Zendesk view, you would enable Role Restrictions in this way:

    1. In Zendesk, as the administrator of your account, open the Zendesk Admin portal.
    2. Click Manage, My Apps, and select the Agent Scripting app.
    3. Click Change Settings. The image below shows your current view.
    4. For Role Restrictions, check the Enabled box.
    5. Select which agent roles you would like enabled.

    Please note that Zendesk offers Role Restrictions only for the Enterprise Platform. 

  • Throughout 2022 Zingtree will be upgrading customers to our new faster and more modern user experience! Here's how to tell which experience your Zingtree Authors are currently using.

    Log in to your Zingtree Author account and navigate to My Trees. How does your current My Trees page look?

    Zingtree Classic

    2022-02-25_12-24-51.png

    New User Experience

    mceclip0.png

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request