How admins can manage teammate settings
Overview
Customize your teammates' settings so they can easily transition into Front. Front admins have access to manage their team members' preferences, signatures, and shared inbox permissions. This allows you to standardize certain settings like a default reply channel or message template shortcuts for everyone on your team. You can easily configure settings for new team members or update them along the way, without requiring them to learn and edit each one themselves.
Instructions
Step 1
Click the gear icon on the top right of Front and into the Company settings tab, then click Teammates in the sidebar.
Step 2
Choose the teammate from the list to see a menu of settings for their account.
Step 3
Click into each category and make any necessary changes. Be sure to click Update or Save for each category where you make changes. See the section below for details on each category.
What settings can admins manage?
Overview
The Overview section will allow you to:
- Edit the teammate's full name
- Edit the teammate's username for others to @mention them
- Turn on/off company admin status
- Turn on/off out-of-office availability for the teammate
- Block or delete the teammate
Custom fields
The Custom fields section allows you to view and manage any custom teammate field data to the user account.
Individual inboxes
You can set up an individual inbox for the teammate in this section, and make changes to their individual inbox settings. The process to add the inbox is the same as adding any inbox into Front; you can choose the channel type and walk through the setup screens.
The only difference here is that you will not have the ability to give access to other teammates, or yourself, for the individual inbox. Only the inbox owner will be granted visibility for the inbox and they can choose to share it with others once they log in.
Teammate groups
This section will list any teammate groups the teammate has been added to.
Workspaces and shared inboxes
This section will allow you to grant access to shared inboxes. If you are on a plan with Workspaces, you can choose which Workspaces they belong to. From there you are able to:
- Set their role for each Workspace. The default roles you will see are Standard Access and Workspace Admin, in addition to any custom roles you've created. Teammates can have different roles in different Workspaces.
- Choose which shared inboxes they have access to. Any of the Workspace's public inboxes are selected by default, and cannot be deselected.
Rules
You can create individual rules for the teammate in the Rules section. As a reminder, these individual rules will apply to their individual inbox(es) and not to any shared inboxes.
Adding rules here enables you to set up any automated workflows your team uses correctly, without needing each teammate to learn to use the rule engine.
Preferences
The Preferences section houses the same list of personal preferences that you have when you access your own personal preferences. You can use this to ensure that everyone on your team has the same set of behaviors in Front.
Message templates
In the Message templates section, you can create and edit message templates. Set up message templates to help your teammates quickly respond to messages.
Vacation responders
In the Vacation responders section, you can create and edit vacation responders. Set up vacation responder messages and date ranges to auto-reply on behalf of your teammates.
Signatures
In the Signatures section, you can create and edit personal signatures for the selected teammate. Click Add a signature to create a new one, or click an existing signature to edit it.
This feature is helpful if you'd like all teammates to have a certain text format, logo, or link in their signature. You can also standardize signatures with shared signatures in your company settings.
Notifications
Just like with your own notifications settings, you can set your teammate's basic and advanced notifications for them. This is helpful to standardize what notifications teammates should be getting to ensure they do not miss an important message.
Snoozes
The Snoozes section allows you to modify your teammate's snooze settings.
Shifts
The Shifts section will display any shifts a teammate has been added to. This feature is available on the Scale plan or above.
Two-factor auth
When a teammate has set up two-factor authentication, you can disable it here if they lose their authentication method and cannot log into Front. Toggle off the setting and input your password to confirm the disabling. Note: The teammate will need to use their own account to set up their two-factor authentication.
