Users should ONLY see conversations assigned to them
R
Rita Borges
Conversations should be filtered by default to the user logged in, so each user only sees their conversations and not the entire company's conversations.
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e
eric wiedemann
You can set this by logging in as the user and setting their filter settings in conversations to only assigned contacts this filter will persist until removed. Additionally you can set this setting in their profile permission settings.
D
Daleyne Guay
eric wiedemann
I don't think it's possible to configure this in the permission settings. For example, if two users exchange SMS with a contact, both users will see all the conversations.
The idea is to ensure the confidentiality of each user's exchanges with the same contact.
Maybe I haven't figured out how to do this yet. If you have a solution, please share the details.
J
Jeremy P. Maher
Or ability for user to click a button to only see theirs. I can see benefit of employee being able to see both options
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eric wiedemann
Jeremy P. Maher: You can set this in their profile to see only assigned data, and then you just assign the data to the the user. You can also filter the conversations by setting only the contacts assigned to particular users you wish to see. These filters will stay fixed until you change them just FYI.