ADD A NEW IDEA

Admin Experience

Showing 168

Bulk create tags

Admins can use a CSV to import tags in bulk.
over 2 years ago in Bulk updates 0 Backlog

Change Team Member default permissions

No description provided
over 3 years ago in Permissions 0 Backlog

New permission to create signature

Admins can prevent users from creating an individual signature so that they are forced to use shared signatures.
about 4 years ago in Permissions / Signature management 0 Backlog

Users can archive conversations in their inbox don't have the archive permission

Admins remove a teammate's permission to archive conversations, to avoid the conversation being mistakenly closed in a shared inbox. This would mean that the However, this shouldn't restrict the user from archiving the conversation in their own in...
about 4 years ago in Conversation/inbox permissions 0 Backlog

More granular permissions - disable field editing or other actions such as "reply"

Disable field editing to keep single source of truth in CRM as native sync from Hubspot or Salesforce for example are only one way batches. So if a user edits a contact field this wont be reflected in hubspot and when the next batch syncs, their c...
10 days ago in Admin Experience / Advanced rule conditions and actions / Compliance & security / Security / Workflows 0

Track API Tokens in Audit Logs

Track creation and deletion of App and API tokens on the audit logs.
about 2 months ago in Admin audit trail 0 Backlog

When inviting a teammate, have the option to automatically put them as Unavailable

When adding a teammate, they are automatically set as Available which will start to assign them emails if they're put into an assignment group. It'd be good to have an option to set them as "Unavailable"
2 months ago in Admin Experience / Teammate invitation 0 Backlog

Granular Permissions for Create/Edit/Archive/Delete

Currently, in the roles permissions section (e.g., the Tags section), there is a single checkbox for "Shared tags - create/edit/archive/delete," which allows users to either perform all actions or none. To improve flexibility and control, it would...
3 months ago in Permissions 0 Backlog

Granular inbox and channel permissions

Have the ability grant shared channel group level permission but not Inbox level permission. This is to avoid giving permissions to send messages from a shared inbox but let a user re-authenticate a channel.
4 months ago in Admin Experience / Conversation/inbox permissions / Increase granularity of admin permissions / Permissions 0 Backlog

Disable collaborative metrics for users w/o Analytics permissions

In current state, when an individual accesses base metrics (metrics w/out Analytics permissions) for Shared Resources, they see stats for themselves and other users who have collaborated on the same conversations but does not provide the full view...
4 months ago in Admin Experience / Insights 0 Backlog