Setting Up Admin Access

In this article

Admin Access covers everything outside day-to-day shop operations. It is what lets a teammate touch your settings, your subscription, your other teammates, your chat inbox, or your agent tasks. By default a teammate has none of these. You add admin permissions one at a time and choose how much of each you want them to have. Most counter staff need none. Reserve admin access for managers and trusted leads.

Contents

Add an Admin Access Rule

Click the 👤 Profile icon in the top-right corner.
Click Teammates.
On the Teammates page, find the teammate you want to edit.
Click the ⋯ (three dots) button on the right side of their row.
Click Edit.

In the Admin Access row, click + Admin access.

Pick the permission and any sub-scopes, then click Add.

The Five Admin Permissions

Manage Settings

Pick this	Result
Leave Setting Pages empty	Teammate can edit every settings page
Tick specific Setting Pages	Teammate can only edit the pages you tick
Mix and match	Tick any combination of pages for a scoped admin

Manage Billing

Pick this	Result
Granted	Teammate can change subscription, add or remove seats, and add new teammates
Not granted	Teammate cannot view or change billing

Manage Teammates

Pick this	Result
Granted	Teammate can edit other teammate profiles, set permissions, and reset passwords
Not granted	Teammate cannot view or change other accounts

Manage Inbox

Pick this	Result
Leave Conversation Access empty	Teammate can see and reply in every conversation
Tick specific scopes	Teammate can only see the conversations you tick
Mix and match	Tick any combination of the four scopes below

Manage Agent Tasks

Pick this	Result
Granted	Teammate can view, claim, and complete tasks queued by your AI agents
Not granted	Teammate cannot view the agent task queue

Manage Inbox: Conversation Access Scopes

When you grant Manage Inbox you can leave Conversation Access empty for full inbox access, or tick any of the four scopes below. Scopes are additive, so ticking two adds them together.

Access to Assigned Conversations

Pick this	Result
Ticked	Teammate sees conversations where they are the assignee
Unticked	Teammate cannot open their assigned chats from this scope alone

Access to Unassigned Conversations

Pick this	Result
Ticked	Teammate sees the queue of new conversations with no assignee yet, so they can pick chats up
Unticked	The new chat queue is hidden from them

Access to All Open Messages

Pick this	Result
Ticked	Teammate sees every active conversation in the shop, including chats assigned to other staff
Unticked	Other staff's open chats stay private

Access to All Closed Messages

Pick this	Result
Ticked	Teammate can browse the archive of resolved conversations
Unticked	The closed chat archive is hidden

Dependencies and Notes

Manage Settings is the broadest permission. The empty-tick version grants every page including Price Lists, Templates, and Integrations. Use scoped pages to limit it.
Manage Billing implicitly lets the holder add new teammates. Treat it as a senior permission.
Manage Inbox sub-scopes are additive. Assigned plus All Open means the teammate sees their assigned chats plus every other open chat.
Manage Agent Tasks has no sub-scopes today.

Recommended Starting Configuration: Senior Counter Staff

Most counter staff should not have any admin access. Leave the Admin Access table empty. For a senior counter staff who handles chat replies, grant only:

Manage Inbox: Conversation Access set to Access to Assigned Conversations and Access to Unassigned Conversations.

Example 👉 : A bag repair shop grants a senior cashier Manage Inbox limited to Assigned and Unassigned conversations. They can pick up new chats and continue their own threads, but cannot see another teammate's private conversations.

FAQs

Why can my Inbox-only teammate not see closed chats?

Their Conversation Access does not include Access to All Closed Messages. Add that sub-scope or leave Conversation Access empty for full access.

Does Manage Teammates let them grant themselves more permissions?

Yes. They can edit any teammate including their own profile. Grant Manage Teammates only to fully trusted leads.

Can I limit Manage Billing to just adding teammates?

Not today. Manage Billing is granted as a whole. There is no sub-scope for billing actions.

My teammate is approved for agent tasks but the queue is empty. Is the permission broken?

No. The queue is empty because no agent has produced a task. Manage Agent Tasks gives access to the queue. It does not generate tasks.

Does Manage Inbox with empty scopes mean No Access?

No. Empty Conversation Access means the teammate sees every conversation. Use the four scopes to narrow access.

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