Hello,
I have been reading posts that you can use custom roles to make user fields read only. I am not seeing this option although I am able to create custom roles.
It also looks like you can hide these via API (https://support.zendesk.com/hc/en-us/community/posts/115009258647-Hide-end-user-fields) - is there a way to make them read only in this same way?
Thanks!
@dave12 - It sounds like Jonathan is asking for something different which is the same request I'm looking for. We don't want to limit the entire People permission to Read Only. We need to be able to limit specific User Fields to Read Only.
Use Case: We are syncing data from another system into specific user fields. These user fields should never be changed by an agent since that could affect the sync and affect level of service if the customer is provided wrong information. We need to be able to create read only fields that agents cannot touch while still being able to edit other fields on the user profile they need to do their job.
We would like similar ability to set which Role can edit a custom user field.
This would allow us to only have one team allowed to edit a certain field.
Or in Sara's above use case you could simply select a Role with no users in it, making that one field read only to all users
+1 to read only user custom fields
+1, we also need to mark only specific User and Organization fields as "Read-Only".
I don't want to prevent agents from editing everything in a user profile, but I do need to stop them from editing specific fields which are critical to our routing or synced from other systems; otherwise agents could inadvertently break things.
Hi all, PM here for roles and permissions. While this is not currently slated in our roadmap, we ARE working on a feature that may cover this in the future. So I can't commit to anything yet, but rest assured that this feature is not forgotten and in our realm of discovery/planning!
+1
I would need something similar as the Ticket Manager Plugin provides but only for Orgs AND Users
Use Case Organizations:
We are synching the Account ID from Salesforce to Zendesk. I want to make that field read-only while still allowing people to manage e.g. the domain field
Use Case Users:
We are connecting the Zendesk user on deman of an agent with another system. We store the extrernal user id in a custom field which can be changed. That should be only a read only field
Hi @daniel128
Our Product Manager, Alina, posted an update here on the Feedback page about the team still working on this possible update in the roadmap. Would appreciate your feedback in that post instead based on our guidelines as well!
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Hi Jon,
You'd want to set the "People" permission in your custom agent role to "Read only" – that way, your agents with that role will not be able to add or edit user profiles: Creating custom agent roles