For your agents to access Explore's features, you must manually add them as editors or viewers. After you add them you can set what dashboards, datasets, and queries they can view and edit.
Adding users to Explore
For your agents to be able to access Explore you must add them as either editors, viewer, or admins. Editors can create custom reports and dashboards and viewers can view and interact with pre-built and shared dashboards. Admins have all the same abilities as editors, but can manage viewers and permissions as well.
To learn more about adding users, you can watch this video or read the instructions below.
- In the Zendesk Support interface, click the Admin icon ().
- Select Manage>People.
- Select the user you want to add to your Explore account.
- Toggle Explore to On.
- In the Role drop-down list, select the user role.
- Save your changes and repeat the steps for the next user.