Zendesk

Minimal User Permissions & Viz User

We recommend that you create a new user within your external tool, to be used only for Viz. This is the user information you will enter when setting up your tool connection within Planview Viz. By creating a new user, you will ensure that the correct permissions are granted.

In general, your user account should have sufficient permissions to read artifacts in your tool. 

Your user should have a secure password or token. Please be aware that Viz will not allow you to save a tool connection utilizing a weak password/token, such as 'tasktop.'

See instructions on how to create a custom user in Zendesk.

To function properly, the Zendesk connector requires an administrator account to connect to Zendesk.

In an Enterprise Zendesk plan, custom agents roles are available. Please see Zendesk’s documentation on configuring custom agent role permissions.

Connecting to the Zendesk Repository

Standard Authentication

Required Fields:

• Location/Connection URL
  • Example Format: https://devzen166.zendesk.com
• Username 
• Password

Supported Work Items

Supported Containers

Planview Viz supports configuring rule-based modeling (i.e., conditional modeling) using the field types shown below.

Note: If one field of a given type is supported, others that are also that type in theory should also work. However, sometimes there are instances in which this is not the case due to the repository. So, while we can claim support for fields at the type level, there is a chance that some specific fields of a given type will not function properly.