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  Article updated: December 04, 2023

Assign Inbox 2.0 permissions

Control management of your Inbox messaging with permissions. You can control off-brand or accidental communications by assigning specific accounts to teams or members.

Audience: Inbox 2.0 admins

Assign social account permissions

Social account permissions determine who has access to Inbox 2.0 features in your organization and who can reply to conversations. These are set for each social account that a member has access to.

All members with access to the social account can manage conversations (add topics or tags, assign a conversation, set as pending or resolved).

Each social account permission level can do the following in Inbox 2.0:

Inbox 2.0 permissions by role
Inbox 2.0 permissions Care Supervisor Care Agent Adv Editor Respond Limit
Manage conversations
Reply to public messages

 
Reply to private messages

   
Social media actions (follow contacts and like, hide, retweet, and delete messages)    
Take conversations from other agents  
Mask messages      
Bulk resolve conversations        
Manage member social network permissions          
Manage ad accounts          
Promote posts for the Facebook Page, LinkedIn Page, or Instagram Business account          
Manage social network profile          
Manage contacts        
View private streams      
Approve and reject messages        
Publish messages        
Requires approval before publishing messages        

Important: Because approval workflows are not available for publishing to YouTube, members assigned the Limited role do not have access to your YouTube social accounts.

Manage organization, team, and social account permissions

  1. Go to My profile , and then select Manage accounts and teams.
  2. Select Manage.
  3. Point to a member, team, or social account, select Settings , and then select Manage permissions.
  4. To grant custom permissions, select Custom, select the permissions, and then select Save. Point to Information for details on each setting. Learn more about custom permissions.
    Custom social network permissions.

 

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