Team permissions

You can assign limits to what each of your internal teams can do in Receptive using team permissions.

For example, if you want to make sure only your product team can change the status of requests, you can remove that ability from all non-product teams using the "Change status" permission:

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Each team can be given customized permission levels, and you can set up as many teams as you need.

To learn how to set-up team permissions, head to our how-to guide.

By default there are five groups set up in Receptive, each of which have different permissions associated with them:

1. Administrator

  • All permissions

2. Customer Success

  • Invite customers
  • User editing
  • Send engagements
  • Feature suggest and import

3. Engineering

  • Change status
  • Comment moderation
  • Feature suggest and import
  • Feature editing
  • Vendor settings

4. Product Management

  • Invite customers
  • User editing
  • Send engagements
  • Change status
  • Comment moderation
  • Feature suggest and import
  • Feature editing
  • Vendor settings

5. Sales

  • User editing
  • Feature suggest and import

If the default groups aren't quite what you're needing, then you are able to edit the existing groups or create new ones from scratch.

To learn how to use team permissions, including how to assign team members to the relevant group, and how to edit permissions, then check out our how-to guide here.

Note: The ability to edit team permissions is included on our Silver Plan only. If you don't have user permissions on your plan, all of your team members will have "Administrator" level permissions. Get in touch if you'd like to upgrade your plan: sales@receptive.io.

 

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