We’re requesting a feature that lets our admin and support teams view client accounts without having the ability to make changes. This will help them understand how clients are using our system and provide more proactive support while keeping account security intact.

The goal is to enable certain team members to see important information in client accounts—like contact lists, workflows, message status, and integrations—without the risk of altering any settings or data. This visibility would allow our support team to catch issues early, such as incomplete SMS setups, and guide clients through solutions to improve their experience and retention.

To make this effective, agency owners would need a simple way to assign view-only access to specific team members. By limiting access for non-technical staff, we can avoid accidental changes while still giving the team the insights they need to assist clients effectively.

We recently faced an issue where an admin unintentionally made changes, which highlights the importance of view-only permissions. This feature would improve client support and reduce risk, allowing our team to handle accounts more securely and efficiently. Also if this granular permission allows us to remove certain parts of the software from agency users, such as them not being able to see contact data, or even workflows, pipeline, etc. Right Now we can enable "View & Manage" or disable it. I would like to be able to enable "View" only.