Hi,
I’d like to request a permission setting for email visibility between users on the same account.
Right now, when employees have access to the client list, they can see all email communications between the account owner and the client. In many cases, this includes private or strategic conversations that should not be visible to the entire team.
Suggested Solution:
Add a permission setting that allows account owners to:
Keep certain email conversations private between the sender and the client
Allow team members to still see the general client history and activity
Control which users can view internal or private communications
Why this matters:
Protects confidential discussions with clients
Allows owners to manage teams without exposing sensitive negotiations
Makes the platform more usable for sales teams and agencies with multiple employees
This would make collaboration easier while still protecting private communication and business strategy.
If anyone else runs a team and wants better email privacy controls, please upvote this feature.
Thank you!