Skip to Main Content
ADD A NEW IDEA

Clear

Admin Experience

Showing 192

Admins can lock the value of teammate preferences

Today, teammates have the flexibility to change many preferences and customize their experience. However, in some cases, admins may want to lock the value of some of these preferences in order to create a consistent customer experience and ensure ...
over 2 years ago in Admins can lock teammate-level settings 0 Backlog

Warn users when emailing outside of domain

Have a warning banner appear alerting sender from sending a message when emailing an external email domain. Much like this gmail functionality: https://support.google.com/a/answer/7380041?hl=en
about 2 years ago in Compliance & security / Core Product Experience 0 Backlog

Permission to manage teammate availability status

If a teammate forgets to mark themselves OOO, then it will disrupt the team's workflows and assignment rules. Today, only a company admin or teammate with 'Teammate - Invite/Manage' permission can change another user's OOO status. By adding a new ...
over 2 years ago in Increase granularity of admin permissions 0 Backlog

Allow Company Admins Full Permissions to Create and Edit Views

Currently, Company admins experience the following two issues when creating and editing Workspace Views: Company Admins must also have Workspace Admin access to create views Company Admins must have direct access to each inbox relevant for a v...
2 months ago in Admin Experience 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...

Admins can filter the teammate list

From Company settings > Teammates, allow the list of teammates to be filtered by certain attributes. Please leave a comment with details on what you would like to filter on and for what purpose.
over 2 years ago in Teammate management 2 Backlog

End shifts in the busy status

Set up shifts so that teammates are set as "Busy" X min before the end of their shifts, in order to allow for a smoother end of work transition. This way, teammates can finish their work without getting assigned brand new conversations that will r...
over 1 year ago in Admin Experience / Workforce management 0 Backlog

Individual signature should not take priority over shared signature

As an admin, I can define a shared signature for a given channel/channels. However, if a user creates an individual signature, then the individual signature will become the default. How could an admin make sure that for a given inbox/channel, thei...
over 2 years ago in Signature management 1 Backlog

Admins can create team vacation responders

Admins can specify when a team will be on vacation and define the dates and responder. This could be achieved by selecting certain teammates, or potentially an inbox setting.
over 2 years ago in Teammate availability 0 Backlog

Views by Account

As a user, I need the ability to create a view by account (or domain) so I can view all comms with a certain customer in one place - and save that view (running the same search over an over again is not sufficient)
5 months ago in Admin Experience / Views 0 Backlog