Manage inbox access with Teammate Groups

Karen_Nguyen
updated 1 mth ago

Overview

When you give a Teammate Group access to an inbox, every member of that Group will be able to view the inbox and its contents. Group members can have access to additional inboxes granted to them via another Group they are in, or granted to them as an individual.

You must be a Front Company Admin to edit the inboxes a Teammate Group has access to.

Instructions

Step 1

Click the gear icon on the top right of Front and into the Company settings tab.

Step 2

Click Teammate groups in the left menu, then select the Teammate Group you would like to grant inbox access to.

Step 3

Click the Workspaces and inboxes tab at the top. This tab will be labeled as Inboxes if you have one Workspace.

Step 4 (if you have multiple Workspaces)

If you don't have multiple Workspaces, skip to Step 5.

If you have multiple Workspaces in your Front instance, select the Workspace containing the inboxes you want to grant access to from Company workspaces menu on the left.

Click Enable access to give the Group access to the Workspace. See the section below for more information on granting Workspace access with Groups.

Step 5

In the Access column, toggle the inboxes you would like all teammates in the Group to have access to.

Step 6

Click Update Teammate group.

Granting Workspace access with Groups

Multiple Workspaces: Once a Group has been granted access to a Workspace (as described in Step 4 in the instructions above), you will see an Enabled label next to the Workspace name.

When a Group is given access to a Workspace, the members of the Group now have access to all public inboxes in that Workspace. Public inboxes are designated as Default in the Access column.

The roles and permissions for each member of the Group are determined as follows:

If the teammate has been granted access to the Workspace as an individual (i.e. directly from that teammate’s profile) then the role selected for them individually will determine their permissions.
Otherwise, the teammate will have Standard Access permissions, as described here.

If you wish to give all members of a Group access to a Workspace with a different role (an admin role or a custom role), then you will have to assign the role to each teammate individually.

FAQ

Why are some inboxes marked Default in the Access column?

Default indicates that the inbox has been configured as public, meaning that all teammates with access to the Workspace also have access to the inbox by default. See this article for more information on public inboxes.

I gave a teammate access to an inbox via a Group. Why doesn’t it appear in their sidebar?

When you assign inbox access to a Group, the inboxes will not be displayed on the users’ sidebars by default- they must choose which inboxes they want to be displayed in their sidebar.

Regardless of whether it is visible in their sidebar, the users have full access to the inbox and the conversations inside. We do this keep sidebars clean and clutter-free.