Your company and admin settings

Support Program Manager
Helena_Li
updated 3 wk ago

Overview

Access your Front company settings by clicking the gear icon at the top right corner of Front, which will take you to Company settings. You will see the company and Workspace settings that you have access to, depending on your admin or role permissions.

The list of features in this article include all available features in Front, though you may see differences depending on your plan and role. Continue reading for an overview of what you'll find in each section.

You can also click over to the Personal tab of the settings to view and edit your own individual settings.

Search your settings

You can search for any setting, teammate, inbox, tag, and more using the search bar at the top of the page. For instance, you can search the word product and all items related to this word that you have access to will show as results.

Settings sections

The sections within your company settings are listed on the left side and allow you to manage the features for your team in Front.

Admin home

The Admin homepage allows admins to get a quick overview of inboxes, rules, and recently invited teammates. You will also find educational resources linked here.

Developers features

All apps

Add or create custom plugins to connect tools you use with Front.

API tokens

Create API tokens to manage custom workflows with Front.

Company features

Workspaces

If your plan has the Workspaces feature, you will be able to manage your Workspaces here.

Teammates

Invite new teammates and manage their settings, create teammate templates, set up user provisioning, and download teammate activity exports.

Teammate groups

Create and edit teammate groups to easily manage lists of users for your rules.

Rules

Create and edit company rules and shared rules to automate your workflows.

Custom fields

Create and manage custom fields for your contacts, accounts, teammates, inboxes, and conversations.

Tags

Create and edit company tags to automate and measure processes across all Workspaces.

Imports

Import your message history from Office 365, Help Scout, Zendesk, or Freshdesk.

App store

Use the Front App Store to search for and enable your favorite tools to use with Front. See the full list of integrations here.

Preferences

These are company-level preferences that impact your overall Front account setup, including when conversations bump in shared inboxes, SSO setup, and additional contact preferences such as when to automatically create contacts.

Billing

Change your Front plan, manage add-ons, edit your payment details, and see your invoices.

Deliverability

This is an important setting to configure if you are using Front with SMTP email channels, so that Front has optimal deliverability. See here for setup instructions.

Workspace features

If you do not have the Workspaces feature, all the settings will be contained under the Company section.

Teammates

The Teammates subsection under the Workspace section will allow Workspace Admins to invite and edit user settings for this specific Workspace. If you don't have the Workspaces feature, this will appear under the Company section.

Inboxes

Manage your team's shared inboxes and empty inboxes, who has access, and the channels within each inbox.

Rules

These rules are specific to the Workspace you are clicked into. If you don't have the Workspaces feature, this subsection will appear under the Company section.

Message templates

Shared message templates allow you to create templates that can be used by everyone in the Workspace to increase productivity.

Signatures

Create and manage shared signatures and use dynamic variables to customize them based on the teammate using them.

Views

Use Views to create a custom-filtered view at a set of conversations you'd like your team to see.

Tags

Your shared tags can be used by everyone in the Workspace and can be included into rules to automate many of your workflows.

Roles & Permissions

Front has two default roles, Standard Access and Workspace Admin; and you can create additional custom roles with specific permissions as well (available on the Scale plan or above).

Shifts

Create and manage Shifts for your teammates to automate their availability during their work time so that conversations don't get assigned to them when they are not working.