In focus: Profile permissions in Radar
Hello everyone,
Imagine a help desk where everyone can access everything without restrictions. Newbies could answer tickets without supervision, agents would meddle with system settings, and contract employees would have unrestricted access to business data—an operational nightmare that poses serious risks to data security.
Setting up profiles in your help desk solves this issue.
Profiles designate each user's role within the help desk. A user's profile defines what they can and can't do. They help control data dissemination, unwarranted changes, and assign responsibility.
For large teams, where each agent is tasked with different responsibilities, profiles can help them work efficiently without stepping on each other's toes.
The Radar app supports all default and custom profiles created in Zoho Desk. The profile permissions settings in Radar allow mobile administrators to decide and control which insights and functionalities of the app each profile has access to.
Functionality groups in Radar
Based on their business purpose, Radar's features and functionalities are grouped into three categories: insights, productivity cards, and exclusives.
You can use Radar permissions to control a user's access to them.
Insights
Live traffic
Shows the number of incoming and outgoing tickets created in a given period, along with a graph that provides insights about peak and slack times of the day to inform planning. You can also filter and see the live traffic for each agent to monitor their performance and workload.
Channel traffic
Shows the number of incoming and outgoing tickets for each channel, helping to identify the ones with the highest and lowest traffic for optimal resource allocation.
Current stats
Shows the number of tickets in the four pivotal ticket statuses: open, on hold, over due, and unassigned. This helps agents prioritize tickets that need immediate attention.
Average handling time
Shows a snapshot of your business's handling time KPIs namely first response, overall response, and resolution time to help you maintain service quality and SLA compliance.
First contact resolution
Shows the percentage and number of tickets closed with the first agent response. This helps you understand the nature and complexity of issues that your customers are dealing with. You can quickly access FCR tickets from here and use them to build your FAQs.
Agents
Helps check an agent's availability to handle incoming tickets. You can also access an individual agent's details like personal details, performance stats, ticket queue, and achievements from this page, which simplifies ticket routing and performance monitoring.
Customer happiness
The north star metric of customer support—the customer happiness score—tells you how effective your support is. You can view each rating and corresponding review from the customer using this insight, making it easy to decide on and deploy corrective strategies for bad reviews.
Daily trend
Shows the number of open, on hold, and closed tickets in a day or any other specific period, both numerically and graphically. This can help gauge the rate at which tickets are resolved and how efficiently your help desk functions.
Productivity Cards
Views
Views are tickets grouped based on a particular criterion, such as my open tickets. They help agents access and handle tickets in an organized, systematic way. The quick view screen in Radar comprises all the default and custom ticket views to help agents locate tickets they want to work on quickly.
Team feeds
A social media-style collaboration platform where agents can discuss ticket resolution techniques, celebrate wins, and engage in camaraderie.
Dashboards
A dashboard is a graphical representation of business stats, metrics, and KPIs that transforms complex data into easy-to-understand, actionable insights. It's an indispensable component of the decision-making toolkit. You can access all prebuilt and custom dashboards and create your own custom dashboards from this card in Radar.
Instant messaging
This card is a microcosm of the web IM module. You can use it to provide IM support in true instant messaging style.
Activities
This is where you access and track all your calls, tasks, and events.
Radar exclusives
📈Exception handling
Define the ideal standards for critical help desk KPIs such as average handling time (AHT), customer satisfaction score (CSAT), and first contact resolution (FCR) and get notified in real time when a deviation occurs for proactive action.
🗞️Daily toast
Start and end your day with a digest on the help desk; set up Daily Toast to receive notifications about your help desk's operations and performance at your preferred time every day.
🛡️Text and video content protection
Prevents the breach of data via methods such as text copy, screenshots, screen recordings, and more.
Advantages
😀Improved app experience
With people seeing only what's necessary, the application will feel clean, clutter-free, and easier to navigate.
⚔️Simplified change management
Profiles help regulate the number of people who can make changes and handle tickets, reducing unnecessary modifications and responses.
🔐Tightened security and privacy for data
By making customer information and business insights accessible only to the required people, profiles help safeguard sensitive data.
Use Cases
Here are some example scenarios where Radar profile permissions can be applied:
Scenario 1
In a tourism company, where customer service is integral but not the sole business function, the board of directors requires access to high-level help desk data for informed decision making, but they don't need to delve into the nitty gritty. The mobile supervisor profile achieves this in Radar by giving them access only to insights like traffic and dashboards.
Scenario 2
In the banking sector, a company hires contract agents to tackle increasing ticket volumes during the fiscal year-end. The support manager of the company doesn't want these part-time agents to glean information on business performance. For this, he disables their access to all insights except ticket views, which allows them to focus completely on answering queries.
How do you set up profile permissions in Radar? Follow the steps detailed in our help document.
The feature is available on both IOS and Android. Give it a try and let us know what you think in the comments below.
Download links
IOS: Radar for Zoho Desk
For queries, contact support@zohodesk.com
Regards
Madumitha P | Zoho Desk
Topic Participants
Madumitha P
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