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Limit teammates' access to conversations
Limit teammates' access to conversations

Configure which conversations your teammates have access to, for a more controlled Inbox experience.

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over 2 weeks ago

There may be times where you’ll need to keep sensitive conversations secure by controlling which teammates can access them.

Teammates can be limited to accessing:

  • All conversations.

  • Conversations assigned to them only. (Optionally including unassigned conversations)

  • Conversations assigned to their teams only. (Optionally including unassigned conversations)

  • All conversations, except those assigned to teams you specify.

Check our plans and pricing to see if this is available on your subscription.


Change teammate conversation access

  1. Configure teammates’ access levels from Settings > Workspace > Teammates.

  2. Click Edit next to the teammate whose access you’d like to update.

  3. On some plans you can also set up conversation access in bulk with role based permissions.

  4. Then, under "Conversation access" select which conversations they should be able to access.

Now, if they try to view conversations they don’t have access to, none of the content will be visible, but they’ll still be able to see aggregate data in reports, and see inbox message count.

This applies in the inbox, reports, contact profiles, and also in the Intercom conversations app for iOS or Android.

The REST API will continue to allow full conversation access with the appropriate authentication.


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