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Access rights

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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 Team.

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

User’s access rights to conversations is determined by their Team memberships. Replypad offers three membership levels: Member, Colleague, and External.

You can restrict users from certain conversations by setting them as External to the conversation’s Team.

For example, restrict a user from seeing discussions about financial topics by setting them as External to the “Accounting” Team. Learn more about Team Memberships.

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 all the Teams, including conversations assigned to other users.
    • Partial – Has access to conversations in Teams that they are Members or Colleagues of.
    • Restricted – Doesn’t have access to conversations at all, unless explicitly added to a conversation explicitly*.
    • Click Save to save your changes.
* Restricted users will still have access to any conversation they’ve been explicitly added to, i.e. added as followers or assigned to, or if they appear as the “To” contact for the conversation, regardless of its Team and access rights.

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.

Setting up the account access rights will determine behavior for all contacts linked to this account. You can also set up access rights per contact to restrict a specific contact.

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.

You can also set up account access rights to determined default behavior for all contacts linked to this account. Note that setting up the contact access rights will override account access rights settings.
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