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How Amazon Q Business connector crawls Zendesk ACLs

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How Amazon Q Business connector crawls Zendesk ACLs - Amazon Q Business
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Connectors support crawling ACL and identity information where applicable based on the data source. If you index documents without ACLs, all documents are considered public. Indexing documents with ACLs ensures data security.

Amazon Q Business supports crawling ACLs for document security by default.

When you connect an Zendesk data source to Amazon Q Business, Amazon Q Business crawls ACL information attached to a document (user and group information) from your Zendesk instance. If you choose to activate ACL crawling, the information can be used to filter chat responses to your end users' document access level.

The Zendesk connector supports enabling or disabling data ingestion for various entities including Tickets, Ticket Comments, Ticket Comment Attachments, Articles, Article Attachments, Article Comments, Community Topics, Community Posts, and Community Post Comments. For Ticket Comment Attachments and Article Attachments, the Zendesk connector allows applying include/exclude patterns based on file types, enabling more granular control over which attachments are ingested into Amazon Q Business.

Roles/Permissions: Zendesk roles define user permissions within the platform, including Admins, Agents, Light Agents, End Users, and Guide Admins. Admins have full control over settings, user management, and content access. Agents handle tickets, respond to customer queries, and may have restricted access based on group assignments. Light Agents can view and comment on tickets internally but cannot interact with customers. End Users are customers who can submit and track tickets. Guide Admins manage knowledge base content, including articles and community posts. Access control is determined by roles, groups, organizations, and user segments, ensuring the right level of visibility and permissions across the system. The Zendesk connector translates these roles into Amazon Q Business compatible ACLs, supporting View (Read), Edit, and Delete permissions.

Identity Crawling: The connector ensures accurate synchronization of user access control by retrieving and updating user identities, groups, and permissions. During this process, it fetches users from Zendesk Organizations, Groups, and User Segments, aligning them with the correct Access Control Lists (ACLs) in Amazon Q Business. This allows for consistent enforcement of role-based access, ensuring that users can only view content they are permitted to access. Additionally, identity crawling updates group memberships dynamically, reflecting changes in user roles, suspended accounts, and newly assigned permissions during scheduled syncs.

Permissions Inheritance: In Zendesk, permission inheritance varies across data source entities such as tickets, articles, and community content. For tickets, permissions are inherited based on roles (Requester, Assignee, Follower) and group or organization membership. Permissions for comments, notes and attachments of tickets are inherited from parent. Community topics and posts inherit permissions from assigned user segments, but Admins and Guide Admins have universal access.

Change Management: Change Log Mode in Amazon Q Business enables incremental updates by capturing modifications made to content in Zendesk. Instead of re-indexing all documents, it indexes only newly added, updated, or deleted items since the last crawl. Any changes to user or group access permissions are also recorded, ensuring accurate and up-to-date indexing. However, change log sync does not update ACLs for suspended or reactivated users.

Failure Handling: The connector follows a fail-close approach, meaning if there are permission-related issues or API failures, affected documents are skipped from ingestion rather than being made publicly accessible. This prevents unauthorized access while maintaining data integrity.

For more information, see:

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