Creating and managing Analyst copilot projects (EAP)

A project is a space to organize, share, and secure your business information (for example, datasets, reports, dashboards, and memories). You can keep projects private or share them within your organization. All Analyst copilot assets are stored in a project.


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A project is a space to organize, share, and secure your business information
(for example, datasets, reports, dashboards, and memories). You can keep projects
private or share them within your organization. All Analyst copilot assets are stored in
a project.
Project permissions can be either private or Zendesk-only:


Private projects: the project owner or account admin controls
access permissions.

Private (internal) projects: Access works like private projects,
but all Zendesk users in your account automatically have viewer access.

This article contains the following topics:

Creating projects
Managing project access



Creating projects

You create a project from the Analyst copilot tab bar.
To create a project

In the Analyst copilot tab bar, click the
create icon (+), then select Project.
On the Create a new project page, configure the following:

Name: Enter a descriptive name for the project.

Description: Optionally, enter a description for the
project to help viewers understand what it contains.

URL: The URL of the project lets viewers jump directly
to it instead of having to navigate to find it. The URL is automatically
populated based on the project name, but you can change it.

Visibility: Choose one of the following:

Private: By default, only you can see the
project and its assets. At any time, you can grant others
access.

Private (internal): Gives read-only permissions
to view your project to everyone in your organization.




Click Save. The project is created and Analyst copilot opens
the project page.






Managing project access

If you want to give others permissions to access the project, you can do
this from the Manage access page.
To manage project access permissions

On the Analyst copilot home page, scroll down
to the All projects section.
Hover over the project you want to configure, click the options icon, then click
Manage access.

On the Manage access page, choose the group who you want to give access to and
choose the level of access they need. Choose from Viewer, Writer,
or Admin.

Click Save.



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