What is the Brand Spaces EAP? | Community
Skip to main content

What is the Brand Spaces EAP?

  • February 12, 2024
  • 20 replies
  • 0 views

Alina12

Brand Spaces in Zendesk allows agents to manage tickets associated only with their assigned brands. This ensures focused support, enhances data privacy, and promotes specialized product knowledge. Agents will now belong to brands and their ticket access will depend on their brand membership. Zendesk Admins will automatically belong to all brands.

As a participant in the EAP, we kindly ask for your active engagement and feedback. This may include participating in surveys, providing feedback on your experience, and reporting any issues you encounter. Your insights and suggestions will be invaluable in helping us refine our products and ensure they meet the needs of all our customers.

If you have any questions or need further clarification, please don't hesitate to reach out to me directly at alina.wright@zendesk.com. We greatly value your input and look forward to your participation in our Early Access Program.

 

Getting Started

Once you receive the second confirmation email that your account has been enabled with Brand Spaces:

  1. Log into your account instance.

  2. All of your team members have been automatically assigned to all Brands.

  3. Head to Admin Center > Brands

    1. You’ll notice your Brands page is refreshed with a new UI and the ability to view the number of team members associated with each Brand

  4. To create a new Brand, click “Create brand”

    1. Follow the instructions on the screen to create a new brand and assign team members

  5. To manage the membership of an existing brand, click on the brand you’d like to manage

    1. Click on “Manage brand memberships” to manage team members assignments

    2. You’ll be redirected to the ‘Team Members’ page

    3. To assign a team member to a Brand, select the checkbox next to the team member name

    4. Click ‘Manage brand membership’

    5. Follow the instructions on the screen to add to remove team members to brands

  6. Once you have successfully added or removed team members from Brands, then your team members should ONLY be able to view, search, and access tickets within their brands.*

*Team members are able to be CC’d on tickets outside of their brand membership. When that happens, that team member can access only the ticket they’ve been CC’d on. Not all tickets within that brand.

 

Product Functionality

With Brand Spaces, businesses can:

  • Assign agents to specific Brand Spaces, ensuring they are focused on their respective brands.

  • Ensure instance Admin can access all brands, all tickets, and business rules across brands.

  • Provide a more personalized and cohesive support experience to their customers.

  • Restrict agent view of tickets to ONLY the brands they have membership in.

  • Manage team members membership in Brands through the Team Members page.

  • Team members can be CC’d on brands outside of their Brand membership. The cc’d will get access to just the ticket they’ve been CC’d on, not other tickets within that brand.

Product Limitations

As an early access feature, there are some limitations to Brand Spaces that we’re working on releasing soon:

Management and Access

  • There is no bulk management of team members through Brand assignment.

  • There is no way to limit an agent to be a Brand Admin.

  • No ability to search team members by Brand.

  • There is no ability to assign groups to Brands.

  • There is no ability to search and filter by Brand.

Tickets

  • Agents will be able to assign tickets outside of their Brand membership.

  • Business rules are not Brand access restricted.

  • Suspended tickets are not yet Brand restricted. If an agent has the permission to access suspended tickets, then they will be able to access all suspended tickets, regardless of Brand.

Explore

  • Ticket reporting and management is not restricted by Brand.

20 replies

Bobby11
  • March 12, 2024

custom statuses? 


Alina12
  • Author
  • March 12, 2024

@bobby11 - at some point in the future, yes. Right now we're tackling the bigger issues first (tickets, end users, business rules). 


Are there are any plans to widen the scope and allow other roles/permissions to be limited to a brand? e.g. triggers, automations, forms, fields, etc.

I see the article mentions "

  • There is no way to limit an agent to be a Brand Admin.

  • Business rules are not Brand access restricted."

Are there any plans to add this?

 


Alina12
  • Author
  • March 22, 2024

@mitchell12 lots and lots of plans to widen the scope! We plan to do end users, all the business rules, SSO, custom statuses - imagine this being the mini-instance within an instance. 

Brand Admins we hope to get to somewhat soon - potentially this year. Business rules we'll start on in 2025.


James57
  • March 25, 2024

@alina12 - we have submitted the form 1-2 weeks ago for sign up in our sandbox.  May I check how long it takes to have the EAP added?  This is potentially a key feature to resolve one of our most important requirements.


Kyle12
  • March 28, 2024

We are eager to try this as well. Any ETA on when this will be available?


  • April 1, 2024

We are in the same situation as Jimmy Long, so have the same question.


Audrey14
  • April 2, 2024

Hello! Can you kindly contact us via Messaging so we can check if your specific account has been added to the EAP? Thank you!


Gerald11
  • April 3, 2024

Can we assign agents to a Brand based on groups instead? Since practically most of us are managing the agents by groups and would likely fall to certain brands.


  • April 15, 2024

When is it planned to widen the scope to also restrict the end users agent can see?


  • April 15, 2024

Can we add this option to the user roles? By default agent is being created without brands, so it is 1 extra step for the user creation process. And I assume automatic agent provisioning via SSO will be broken as well.


  • April 15, 2024

It would be nice if Brand assignment was included in the Team Members Export, like groups are.


Since it says under management and access “there is no ability to assign groups to Brands”, do we need to create groups again from scratch instead of moving already  pre-existing groups to specific brands?


I signed up for EAP several weeks ago and haven't heard from you about setting up the option. I can't wait to try it out, especially as it's an option our customers have been waiting for! Thank you 😊


Alina12
  • Author
  • May 16, 2024

Hi all,

 

Following up on the thread here. We are moving towards a GA date now for ticket based access. Some new improvment you'll see then will include the ability to filter and search in the team members, ability to manage suspended tickets by brand, and lastly a new permission that will allow you to choose whether agents can or can not assign tickets outside of their brand. Post GA for ticket access, we are working on several other iterations for this feature set. End user separation is on the roadmap and currently being worked on but I don't have an ETA to share at this time. 

 

Some questions from this thread:
Q: Since it says under management and access “there is no ability to assign groups to Brands”, do we need to create groups again from scratch instead of moving already  pre-existing groups to specific brands?

A: Right now, all groups exist across all brands. Agent access to the tickets within that group will be determined by their brand and group membership. You will not have to re-create groups.

Q: It would be nice if Brand assignment was included in the Team Members Export, like groups are.
A: Noted!

Q: Can we add this option to the user roles? By default agent is being created without brands, so it is 1 extra step for the user creation process. And I assume automatic agent provisioning via SSO will be broken as well.

A: We will look into this.

Q: When is it planned to widen the scope to also restrict the end users agent can see?

A: We have started work on this but I don't have a date to share.

 

Q: Can we assign agents to a Brand based on groups instead? Since practically most of us are managing the agents by groups and would likely fall to certain brands.

A: Noted, but not currently. Added as feedback.



For those who have commented asking about EAP access, we had such high demand that we had to slow it down to work on GA. I'll go through this list and ensure the folks that have already commented get added. Otherwise, after this post the EAP is closed. Thank you all for your feedback!

 


  • June 13, 2024

@alina12 question, is there a plan to turn on default comment posting (public or internal notes) depending on a brand? . Thank you


  • July 8, 2024

@alina12 - Do you have any updates that you can share on the Brand Spaces? We are really looking forward to being able to utilize this functionality as soon as possible.  


Ana20
  • August 31, 2024

Are there any plans to split the customer list per brand as well? I am encountering issues with companies that have 3 teams in Zendesk, set up as separate brands, these teams are in 3 different countries, one of them being a European country and this team cannot have the other 2 teams see their customers due to GDPR. 


Gerald11
  • September 26, 2024

If the Ticket Form is used in multiple Brands and is handled by multiple groups, if I create a ‘View’ where the condition is only the Ticket Form, will it automatically filter the tickets under one brand and show them to those groups? Or do i need to have multiple views with brand as a filter?


  • October 2, 2024

Not sure if this is a bug with brand spaces, or something else. I had an issue where light agents were unable to see any tickets for their brand, even though their profile was set to the correct brand, and they were members of the ticket group. The ‘fix’ was to change the profile settings to allow them access to tickets in their group AND public groups…. seems odd the requirement to access tickets in all public groups just to be able to access tickets in their own private group.