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Agent edit customer profile

  • April 16, 2019
  • 4 replies
  • 0 views

Hi team!

 

We use Zendesk Support to manage our social media tickets. We want to be able to deliver satisfaction surveys, which this article says is possible if you add an email address to the customer's profile. The only problem is, only admins can do that. We get tens of thousands of tickets per month, so I can't manually add them all myself.

 

If all agents were able to add an email address to each customer's profile we'd be able to do so much more with our tickets, including satisfaction emails.

 

It would have a huge impact on our customer experience because we'd be able to email our customers, keep their profiles up to date and do other things like send confirmation emails when we 

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4 replies

  • April 16, 2019

I was able to login as an agent and add an email address

Are you utilizing agent roles? if so, what setting do you have under the roles settings > people (What access does this agent have to end-user profiles?) 


  • Author
  • April 16, 2019

Turns out it wasn't working because our agents were in an organization, but none of our end-users were in the same organization. I've fixed it now and it's working (phew!). I was told when I asked support that it was expected behaviour and only admins could edit the profile (#4482413). 

 

Thanks for your help!


  • April 16, 2019

Excellent


Nicole17
  • November 1, 2019

This ticket has been closed for comment by the Zendesk Community Team. If you have a related or new question, please create a new post