Access rights

What are access rights?

Access rights in Replypad define which data or content users and contacts (customers) can or cannot access.

Workspace user (team members) access rights determine whether they can view the settings of accounts and contacts, and to which conversations they have access, according to the conversation’s category.

User access to the Account and Contact lists

Administrators can determine which users will be able to access the Contact and Account lists and their settings (from the Gear icon).

To set up access rights to the lists:

1. Click the Gear icon on the top-right corner and select Users from the popup menu.
2. Click the user you want to update.
3. Scroll down to Access Rights
4. Hover over the value in Accounts & Contacts and click the Change link that appears.
5. Select your option between:
• Yes – User has access to account and contact lists and may be able to manage them.
• No – User cannot see the account or contact lists, but can still work with their conversations.
6. Click Save to save your changes.

Note that even when a user has access to the account and contact lists, they may be restricted from editing or deleting, due to insufficient privileges. In order to edit contacts and accounts the user needs to have Admin or Power user privileges.

User access to Conversation

You can restrict specific users from accessing conversations according to the conversation’s category.

For example, restrict a user from seeing financial discussions by restricting the “Accounting” category.

To set up access rights to conversations:

1. Click the Gear icon in the top-right corner and select Users.
2. Select the user you want to restrict, and scroll down to the Access Rights section.
3. Hover over the Conversations and click the Change link that appears.
4. Select the settings from the options:
• All – Has access to all conversations in the category, including conversations assigned to other users.
• Restricted – Has access to conversations in this category only assigned or following, or when appearing as To-contact or Cc-recipient.
5. Click Save to save your changes.

Access rights for customers

Contacts (usually your customers) that have been defined in your workspace can login into Replypad and see their conversations. You can restrict their access to conversations in the account level and in the contact level.

Access rights in the Account level

Account access rights determine which conversation each contact that belongs to this account will see when they visit the workspace.

See the account access rights settings for setup instructions.

Access rights in the Contact level

The access rights per contact means which conversation will the specific contact be able to view when visiting the workspace in Replypad.

See the contact access rights settings for setup instructions.