Narrative 7 - The importance of data sharing

Narrative 7 - The importance of data sharing

Behind the scenes of a successful ticketing system - BTS Series

Narrative 7 - The importance of data sharing


Definition

Data sharing requires a commitment to preserving the integrity and dependability of shared data throughout its entire lifecycle. This means systems involved in data sharing must not only provide secure access but also ensure that the data maintains high quality, consistency, and utility for users who rely on it. 

One important aspect of this process is for data producers to document and label their datasets, including providing comprehensive descriptions and clear definitions to facilitate the discovery and understanding of the shared information.

It's also essential to enforce stringent access controls and permissions. This approach ensures that only those with proper authorization can access specific datasets, aligning with regulatory compliance requirements and reducing the risks of data breaches and misuse.
NotesOnly admins can set rules and permission levels for accessing data. 

Common pain points

Security and privacy

Sharing data is crucial for contemporary businesses, yet it poses various challenges. Among the most significant challenges is maintaining security, which requires well-thought-out policies, practical tools, effective training, and deliberate processes that are consistently implemented. 

Compliance and technical complexity

Another challenge is ensuring that data usage complies with relevant regulations and standards. Technical and structural issues in data management, such as handling multiple systems and dealing with legacy or proprietary solutions, also need to be addressed to support effective data sharing.

Data sharing mechanisms

Traditional

Legacy technologies like secure file transfer protocol (SFTP), email, and application programming interfaces (API) help organizations create custom solutions that work well both on-premises and in the cloud. However, these methods often incur high management and maintenance costs. They are also becoming increasingly difficult to secure and manage due to growing data volumes and changing requirements, which threatens to make data sharing more complicated, slower, and less efficient.

Modern

With many platforms available, adopting an open-source data sharing solution can offer valuable flexibility and freedom. Open-source solutions remove the limitations of vendor lock-in. This allows organizations to grow and adapt without being tied to a single provider. They also offer additional benefits, including community-driven integrations with popular open-source data processing frameworks, which facilitate collaboration and innovation. 

Types of sharing

Organizations often need to share different types of data across teams internally while making selected files or folders accessible to external entities. This involves one-on-one exchanges, distribution to multiple recipients, and various other forms of public and private sharing. Robust policies are necessary to manage sensitive data, such as personally identifiable information (PII).

Key aspects

  • Assigning different access levels (e.g., private, public read-only, public read/write) to agents based on their role, department, or team.
  • Creating data sharing rules that define how and with whom records can be shared across various modules (like Tickets or Contacts).
  • Supporting compliance and confidentiality requirements by tailoring permissions so that only certain users have access to sensitive data.

What are the data sharing rules in Zoho Desk?

The data sharing rules empower you to set user access rights across different modules in your help desk, providing several key advantages for your organization:

Enhanced security

These rules help limit access to sensitive information so only authorized users can view or modify specific data within a module.

Privacy compliance 

They assist organizations in adhering to privacy regulations (such as GDPR and HIPAA) by managing access to personal or confidential information.

Customization 

Organizations can personalize access rules to align with their distinct workflows and security needs, ensuring a tailored fit for their specific requirements.

Better collaboration 

Data sharing rules strike a balance between security and usability by allowing team members to access and collaborate on shared information while maintaining controlled access.

Takeaway

Overall, the data sharing features in Zoho Desk enable organizations to manage information access, foster team collaboration, and ensure robust data governance in their support operations.


Please stay tuned for more Desk behind-the-scenes series.

 

Regards,


Kavya Rao

The Zoho Desk Team




        • Recent Topics

        • Can't login IMAP suddenly

          Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.
        • how to add subform over sigma in the CRM

          my new module don't have any subform available any way to add this from sigma or from the crm
        • Bug Report and Suggestions for Improvement in Zoho Applications

          Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho
        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
        • Canvas Flex Box containers should not require a width/height.

          Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational
        • Zoho Desk Android app update: Filter enhancement, Save Filters

          Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,
        • Very long loading times | bad performance [ZOHO DC: EU]

          Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)
        • Zia Profile Summary now supports six languages and responds faster

          After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can
        • Introducing Zoho Show Android 3.0

          Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration
        • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

          Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.
        • Peppol integration zoho invoicefu

          Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic
        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
        • Allow Recording Only a Selected Portion of the Screen

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen
        • Restricting Calendar View to Working Hours

          Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!
        • Add Camera Background Blur During Recording

          Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential
        • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

          Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are
        • Whatsapp Integration questions

          Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO
        • Allow Font Size 11 in Editors...

          That is basic functionality...
        • link mail.zoho.com/UnblockMe to unblock

          Could you please unblock my account heloisa.bomfim@expansaodenegocios.com
        • Unblocked me

          Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.com
        • Integrating External Portal Tickets Into Zoho Desk

          A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible
        • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
        • Send WhatsApp voice messages from Bigin

          Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions
        • CUSTOM FUNCTION GIVE ERROR #EVAL!

          CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }
        • Samsung Keyboard Issues with Notebook

          Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some
        • Zoho Books | Product updates | October 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple
        • Zoho Developer Community Hackathon 2025 is LIVE!

          Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this
        • Zoho Books | Product updates | September 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
        • Contact data removes Account data when creating a quote

          Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
        • filter broke my data

          I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
        • Zoho Workdrive for Office, "vsto runtime not found"

          Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.
        • Add "Fetch Composite Item" Action for Inventory

          I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.
        • Inactive Items - Make Less Prominent by Default

          Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically
        • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

          I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
        • Why is Zoho Meeting quality so poor?

          I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
        • Can no longer export as pdf

          In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.
        • Emails are going to notification folder and not in inbox

          emails are going to notification folder and not into inbox
        • Flow - Fetch info from drop down in another module

          I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this
        • How can I prevent the Zoho Vault extension from automatically logging me out?

          Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.
        • Automated log-out/session end

          I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 
        • Next Page