Article updated: September 26, 2023
Assign Inbox 2.0 permissions
Audience: Inbox 2.0 admins
Control management of your Inbox messaging with permissions. You can control off-brand or accidental communications by assigning specific accounts to teams or members.
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 | 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 | ✓ | ✓ | ||||
| Access Inbox 2.0 Analytics, and filter, sort, and assign conversations to agents in Inbox 2.0 | ✓ | ✓ |
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 social account permissions
- Go to My profile
, and then select Manage accounts and teams. - Select Social Networks.
- Select a social account, and then set the social account-level permissions for each team member.
- 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.
Can't find what you're looking for? We're here to help