Users should ONLY see conversations assigned to them
complete
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.
Log In
S
Sales & Marketing
Merged in a post:
Private email for staff members. We can read each other's emails if connected.
C
Cole (Flourish) Glover
Shouldn't there be a setting to block a contact from being included in the unified inbox? Maybe a checkmark that says "Private Conversations" or on a contact level "Only Share with Assigned Users".
Our team can't use the inbox because it syncs our emails between staff.
Help please!
N
Nagui Bihelek
Critical final piece. In order for companies to centralize all their activity on GHL, which is proper recommended CRM operation, Senior managers need to be able to flag certain conversation, emails or contacts as private.
C
Chris Nikolaras
Can't believe they haven't added this yet
N
Nixon D
Now all we need is thisto work for Conflict Calendars, because when I set mine all staff sees everything from the main third party calendars, even if I "Hide Events" and even if they are User only and Assigned Data only. I've been paying for HL for over a year now and unble to actually use it for my studio.
Everyone sees all appointments from the Conflict calendar where it should just be blocking unavailable times and not listing anything outside of my own Owner account.
D
Dan Hogston
100% agree
P
Pallavi Kothari
Merged in a post:
change user permissions for only assigned conversations to match only assigned contacts
R
Rita Borges
Accounts should have the possibility of filtering the Level of CONVERSATIONS a user can see. If they have ONLY ASSIGNED DATA checked on their permissions, they should ONLY see CONVERSATIONS of contacts that are assigned to them. Right now i have a problem within my teams, because i can't have a 3 user team discuss a contact, because they can't all see it.
P
Pallavi Kothari
Merged in a post:
Allow for contacts to be assigned to TEAMS
R
Rita Borges
or multiple users so users in a team can discuss a contact. Right now that is not possible.
T
Tommy Martin
Agreed. An assigned user currently has access to ALL past conversation/interactions with a contact. It would be amazing to have more filtering capabilities from the admin side, to hide a User's ability to see conversations.
Example filters that would be effective include Filter By:
- All conversations AFTER specific date
- Only see messages to and from specified number/user/email
- Conversation Type (sms/email only etc)
This would be tremendously useful as we don't want all team members to have access to negotiations, pricing conversations, or even just conversations in general that might be about the user.
T
Tushar Datt Upadhyay
marked this post as
complete
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.
Load More
→