Getting started

Can I limit what a team member sees or does?

Yes, on any plan with more than one seat. Open Settings, then Team, and choose Restrictions on that person’s row. Each switch takes one thing away from what their role allows, in your workspace only: Only their own chats and leads: an agent or viewer sees the leads they own and the chats assigned to them. No exports or downloads: no CSV or report downloads, and no new API keys, webhooks, connected apps, automations or bots, because each of those can copy your customer list out. No sending to many: no broadcasts and no automatic follow-up campaigns. Replying to one customer at a time still works. No deleting: nothing can be deleted by them. No money: Invoices, quotations, payments, the customer ledger, Costs, ad spend and Billing are closed to them, and a lead’s deal value is hidden. Prices of your services and products stay visible. The owner can restrict anyone except another owner. An admin can restrict agents and viewers. Nobody can change their own. It applies from the person’s next click, they see a note saying what is switched off, and every change is in the activity log.