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Object/resource management

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Teammate Invite Report for Admins

Report for Admins to view when a teammate was invited, and who invited them.

Allow companies to set & enforce email signatures company wide and restrict the editing of email signatures.

Companies want to standardize their email signatures from a branding perspective. We want all users to have the same font and color scheme and to use only the company approved phone numbers [by team] and to have the proper email and website links.
over 1 year ago in Admin Experience / Signature management 0 Planned

Prevent users from sending messages with shared channels

Admins may want teammates using an inbox to only send messages with their own individual channel. This could be because they want a consistent customer experience or in some cases to avoid sending an email to customer A from the customer_b@mycompa...
over 1 year ago in Default channel management 0 Backlog

More granular permissions for rule creation

Ability to have more granular permissions when it comes to "rule creation". It would be important to have some rule templates/rule types that certain users can create

Default channel per inbox

Currently, each teammate can configure their default channel, and this will apply to every inbox. However, teammates may need the default channel to change depending on which inbox the conversation belongs to or is currently being viewed. We can s...
over 2 years ago in Default channel management 3 Backlog

Audit trail for admin activity

Provide visibility on actions taken by admins, to help teams work cohesively together. View historical activity when resources have been created, edited or deleted Rules Contacts Channels Inboxes Roles Teammates Teammate Groups Company settings Fe...
over 3 years ago in Admin audit trail 2 Backlog

Dedicated "View edit" permissions

Have permissions specific to create/edit/delete Views.
10 months ago in Admin Experience / Resource management permissions 0 Backlog

New default channel option: Dynamically select channel based on inbox currently being viewed

If the 'Default channel' preference is left blank, the default channel selected for a new conversation is dynamically selected based on the inbox currently being viewed. This is a useful behaviour, but it is fairly blank since it is only applied i...
over 1 year ago in Default channel management 0 Backlog

Audit trail for template create/edit/deletion

Allow admins to view when templates have been created, edited or deleted, including which user made the change.
over 1 year ago in Admin audit trail 0 Backlog

Share a signature with a teammate Group

Today, an admin can create a signature and make it available on all individual channels. Could we allow admins to share a signature with a teammate Group? This would make it easier to tailor the signature content to attributes of the teammate, suc...
over 1 year ago in Signature management / Teammate Groups 0 Backlog