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Admin Experience

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Lock down Make inbox visible to analytics button

Under inbox settings, anyone can toggle option to make inbox visible to analytics. Have had users toggle this off themselves when we want forever on. There is no way to audit this outside of seeing they are not on report so then we miss on their r...
about 2 months ago in Admin Experience / Insights 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 ...
almost 2 years ago in Increase granularity of admin permissions / Teammate availability 0 Backlog

Manage Workspace role/permissions with Teammate Groups

Today teammate Groups can be used to grant access to a Workspace with the default access role. This means that if an admin wishes to grant any other role with a teammate Group, they must assign it to users individually. This can becomes messy and ...
over 2 years ago in Teammate Groups 2 Planned

Link TAG and SIGNATURE

When a specific TAG is being used -> link it to the proper signature. Ex: tag is "prospect" -> use the prospect signature. Same for client, same for a specific product or campain.
about 2 months ago in Signature management / Tags 0 Backlog

Dedicated "Merge conversations" permission

Ability to restrict "merge conversations"
5 months ago in Conversation/inbox permissions / Permissions 0 Backlog

Separate out Conversation Delete / Mark as Spam in Roles & Permissions

It would be helpful to separate out the checkbox for Conversations - delete / mark as spam, as deleting could have negative consequences for a shared inbox that we'd like to prevent, while marking as spam is really an action of a different nature ...
about 2 months ago in Conversation/inbox permissions 0 Backlog

Show time off end date next to a teammate's name

No description provided
9 months ago in Admin Experience / Teammate management / Workforce management 0 Backlog

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.
almost 2 years ago in Teammate management 2 Backlog

Export message templates to CSV

Provide an overview off all message templates when doing housekeeping and auditing. This could be a global export and/or per-Workspace.
over 1 year ago in Admin Experience 2 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
11 months ago in Admin Experience / Other (workflows) / Resource management permissions 0 Backlog