Choose who sees an inbox

Team members only see chats in the inboxes they belong to.

In Salescom: Inboxes > (an inbox) > Collaborators

Administrators see every inbox. Team members with the Agent role only see chats in inboxes they belong to.

  1. Go to Inboxes in the sidebar and open the inbox.
  2. Open Collaborators.
  3. Add or remove team members, and save.

The Collaborators tab of an inbox with four team members

When you add a new team member, every inbox is ticked by default, so they can take chats straight away. See Invite team members.

When you add a new inbox, everyone already in the workspace joins it automatically. Untick anyone who shouldn't see it.

Can't find what you're looking for?

Ask Rachel from the help button inside Salescom, or chat with our team.

Ask Rachel in the app