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Make changes to my agents' views

  • April 13, 2023
  • 4 replies
  • 0 views

Hutton,

As an admin, I want to make a change to views that my agents created themselves for personal use.  Is this possible?  Even through the API, if I try to call the Show View endpoint, I get a Record Not Found response.

4 replies

  • April 14, 2023

you can set views for users in the admin dashboard under views tab name sure your agents are in groups then then add the group to the view


Hutton,
  • Author
  • April 14, 2023

Hi, and thanks for the reply.  I may not have been clear in my initial comment, I will revise.  I am looking to make changes to personal views which my agents have created themselves.


  • April 16, 2023

Adding to what @ahmed11 wrote, if you are looking to make a change to a small number of agents' personal views and are ok with 'impersonating' them, you can also assume their profile and making changes in their place. 

You can do that here: https://company.zendesk.com/users

But like Ahmed wrote, doing this is likely to make your security team, as well as your agents, unhappy so I recommend caution and lots of communication beforehand. 


Hutton,
  • Author
  • April 17, 2023

Thanks for the replies!  The change would definitely be communicated.  My involvement would be more for consistency.  We have a small team.  Realizing now that in the time I have researched, I could have just sat down with each agent and made the change with them.