Limit an Agent’s access to some Apps

An Agent works in every App by default. An Admin or the Owner can limit an Agent to some Apps and set their permissions.

1. Open Company settings > Members.
2. On the Agent’s row, open the three-dot menu, “Actions for Awa” for example, then choose “Edit role and access”.
3. In “App access”, choose “All Apps”, Apps created later included, or “Chosen Apps”.
4. In “Permissions”, turn each permission on or off, then save.

Permissions

• Inbox: reply, assign, add notes and tags, block Contacts. Always included.
• Contacts: see the Contacts list and profiles.
• Stats: see the stats of the Apps allowed.
• Saved replies and tags: create, edit and delete them.

An Agent only sees the conversations, Contacts and stats of their Apps, and only gets alerts for them.

Taking an App away from an Agent unassigns their conversations in that App. Admins always have every App.