Permissions

Problem Admins who create rules or tags for oversight and alerting purposes cannot hide these from the wider team, which can feel intrusive to teammates. Request Allow admins to mark rules and tags as admin-only, so oversight automations run silen...

Problem Teammate Groups can only grant default workspace access roles. Assigning non-default roles requires individual user assignments, making permission management inefficient and unscalable for large teams. Request Allow admins to select a spec...

Problem Only company admins or those with full teammate management permission can change another teammate's out-of-office status. This requires granting overly broad permissions just to handle availability. Request Introduce a dedicated permission...

Problem Company admins need access to company rules, developer options, and company tags, but granting full admin access also exposes billing, financial info, and company preferences that shouldn't be accessible. Request Implement granular permiss...

Problem All teammates can add, edit, delete, and browse contacts in the contact manager, with no way to limit access based on role. Request Allow admins to restrict who can add, edit, delete, and browse contacts and accounts in the contact manager...

Problem Any teammate can merge conversations, and misuse of this feature can cause data integrity issues with no way to restrict it. Request Allow admins to restrict which teammates have permission to merge conversations, preventing accidental or ...

Problem Analytics access controls are limited, preventing teams from restricting access to certain teammate groups or allowing company-level analytics for non-admins. Request Ability to restrict analytics access by teammate group and grant company...

Problem Billing actions (adding licenses, changing payment details, upgrading plans) are tied to the company admin role, with no way to grant billing access separately or restrict it from some admins. Request Introduce dedicated billing permission...

Request Allow changing a private tag to a shared tag.

Problem Frontline users cannot see why messages are being assigned or routed to them, limiting transparency about conversation routing. Request Grant view-only access to rule logic through custom role permissions so Frontline users can see the rul...