Installation guide for the Attachments Manager app.

The installation process for the Attachments Manager App is straightforward. Within the Zendesk Admin Center, you can configure categories to help organize attachments in the ticket view. Additionally, you can set role and group-based access restrictions to control who can use the app.

Set up categories

To enable categorization, define your categories using the following structure:

Once configured, you’ll be able to classify attachments directly from the ticket view. To do this, click the three dots next to an attachment and select Assign category.

Define role and group restrictions

Set up role and group permissions within your Zendesk environment (e.g., Admin, Billing Admin) to control visibility and access to the app.

⚠️ Important: To access the app in the ticket view, ensure that you, as an admin, are included in the groups with access permissions.

If you have any questions or suggestions related to this app, please get in touch with us at app-support@leafworks.de or via our contact form.