Manage Teammate Access
You can choose which parts of the workspace each teammate can open and update. This helps keep everyday work focused while giving admins full control.
Admins always have access to every area.
Where to change access
- Open Settings.
- Select Team.
- Choose a teammate.
- Use the access menu beside each area.
Access levels
- No access: The teammate cannot open that area.
- Viewer: The teammate can open and review that area.
- Editor: The teammate can make changes in that area.
- Owner: The teammate has full access for that area.
Areas you can control
- Conversations: Inbox conversations and conversation details.
- Tickets: Ticket queues, ticket pages, and ticket actions.
- Contacts: Contact lists, contact pages, and contact actions.
- Agents: Agent pages, settings, deployments, and automations.
- Connectors: Integrations and sync management.
- Data: Imported and synced content, plus data imports.
- Dashboards: Dashboard home and analytics entry points.
- Views: Saved analytics views and related reports.
- Responses: Response training and response tools.
Things to keep in mind
- Admins always have access to every area.
- Some access may already come from a broader team setup. When that happens, you may be able to view that access on a teammate profile without changing it there.
- Changing access affects which links teammates can see and which pages they can open.
Next steps
- Review day-to-day work in Inbox & Views.
- Track follow-up work in Tickets.
- Connect systems in Integrations.
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