Zendesk Views — Seller Guide

(for users with “Add and edit personal and group views”; single-group access)

What you can do

• Create personal views (visible only to you).
• Create group views and share them with your group.
• Edit/clone your own views; deactivate / reactivate later.
• Categorise views using the Category::View name syntax.
• Export a view to CSV (email link; export cooldown applies).
• Reorder your personal views list.
• Share a link to a view (access still enforced).

What you cannot do

• Create global (all-agent) views.
• Reorder shared views for others (admin-only).

Create a view (step-by-step)

1. Admin Center → Workspaces → Agent tools → Views → Add view.
2. Set a Title (you can folderize with Tier 2::Returns, etc.).
3. Who has access:
   • Only you (personal), or
   • Agents in your group (group view).
4. Add Conditions (use All/Any blocks). Include at least one of: Status, Status category, Type, Group, Assignee, or Requester in Meet all. Use Preview.
5. Choose Columns (up to 10), Group by, Order by → Save.