Organizations

Switching & Renaming Teams

At the top of the page, you can:

• Switch between organizations you belong to using the team dropdown
• Rename your organization by editing the team name field (owner only)

Which organization you are working in is stored on your account rather than in the browser, so switching here changes it in every window and tab you have signed into.

Team Members

All members of your organization are listed as expandable cards. Each card shows:

• Avatar with an online/offline status indicator
• Username and email
• Role — either Owner or Member
• A (You) label next to your own entry
• A short access summary — for example "8 permissions · 2 brands", or "Full access — owners and admins bypass permissions" on an owner or admin row

Click on a member to expand their card and access all management options.

Inviting New Members

You can also view, edit, and cancel pending invitations from the invitations list — including adjusting a pending member's preset permissions and brand access before they accept. Each pending invitation shows the same access summary as a member row.

Enabling & Disabling Members

Members with the Organization permission can disable a member without removing them from the organization. A disabled member:

• Cannot access the dashboard for this organization
• Retains all their settings and data
• Can be re-enabled at any time

This is useful for temporarily revoking access without losing a member's configuration.

Removing Members

Members with the Organization permission can permanently remove a non-owner member from the organization. This deletes all of that member's permissions, brand access, board access, and shift type assignments. Adding the same person back later therefore starts them from nothing rather than quietly restoring their old access. This action requires confirmation.

Blocked Words

Maintain an organization-wide list of words and phrases that visitors can't send in chat. When a visitor's message contains a blocked entry, it isn't sent — they see a short hint asking them to rephrase, and the message never reaches your team, the conversation history, or the AI assistant.

• Add a word or phrase in the input and press Enter or click Add — the list saves automatically
• Remove an entry by clicking the × on its chip
• Matching is whole-word and case-insensitive — blocking spam catches SPAM and Spam, but not spammy
• Accented forms count as separate words — add each variant you want to block
• Multi-word phrases are supported
• Up to 200 entries, each up to 50 characters

Understanding Permissions

Yaplet uses a layered permission system that controls what features each team member can access. There are two levels:

Organization Permissions (Module-Based)

Organization permissions define the maximum set of features available to your entire team. These are determined by the modules you've enabled — if a module isn't enabled, nobody in your organization can access it.

For example, if your plan doesn't include Voice AI, no team member — not even the owner — will see the Voice & calls permission at all.

What a New Organization Starts With

Every new organization is granted fourteen rights, and nobody in it can be given more than these until a module is bought: Audience, Brands & chat widgets, Copilot, Inbox, Knowledgebase, Newsletter, Newsletter → Campaigns, Organization, Overview, Settings, Settings → Domain, Settings → Email, Settings → Message templates and Vex AI.

Documentation is not among them. It is a paid module, so a new account cannot publish a documentation set until it is bought.

User Permissions (Individual)

Within the boundaries of your enabled modules, owners can customize which features each member can access. This allows fine-grained control over your team.

Key characteristics of the permission system:

• Hierarchical — Permissions are organized in a parent-child tree. For example, Inbox is a parent, and Inbox.AI, Inbox.Rephrase, Inbox.Summary are children. Enabling a child automatically enables its parent.
• Cascading — Disabling a parent permission automatically disables all of its children.
• Select All / Deselect All — Quickly grant or revoke all permissions at once, with a running count above the list ("12 of 47 selected").

Renamed Permissions

Eight permissions were renamed when the dashboard reorganised around brands. The old names are gone; these are the labels an admin reads today.

There is no Automation parent switch any more. Vex AI, Chat workflows and Voice & calls are three independent top-level permissions, and turning one off has no effect on the others. Inbox.AI also stopped rendering as the nonsense string "A I" and now reads Inbox AI.

What Each Permission Unlocks

The menu these rights open is new, so it is worth spelling out where each one lands.

Two things follow from this. A member who can open none of the brand's pages and cannot create a brand doesn't see the Brand heading in the menu at all. And Voice & calls reaches outside the brand: it is also what shows the organization's Phone numbers page.

Permission Presets

Instead of configuring permissions one by one, you can use presets to quickly assign a predefined set of permissions to a member.

How Permissions Are Checked

When a team member tries to access a feature, Yaplet checks:

1. Does the organization have this permission available (based on the modules you've enabled)?
2. Is the user an owner? If yes, the permission is granted automatically. This shortcut covers feature permissions only — brand access is bypassed by owners and admins, while board access is bypassed by owners alone.
3. Does the user have this specific permission assigned?

If any check fails, the feature is hidden or access is denied.

Sending Notifications

Owners and admins can send direct notifications to individual team members from the Organizations page. This is useful for communicating important updates, reminders, or announcements that a specific member needs to see immediately.

To send a notification, click the Send notification button on a member's card. A modal opens with the following options:

Once sent, the notification is delivered instantly in real-time. The target member will:

1. Hear a notification sound
2. See a toast popup in their dashboard
3. See the notification in their notification bell popover with a red badge

The member can dismiss the notification when they're done with it.

Brand Access

Access is granted per brand, not per widget. In each member's expanded card, the Brand access section lists your organization's brands in the order they were created, with a switch each. The helper line reads "Owners and admins always have access to every brand."

• Toggle a brand on to grant access, off to restrict
• Use Select All to grant every brand at once
• Click Save to apply

Granting a brand gives that agent the brand's conversations in their Inbox and that brand's section in the left-hand menu. It is no longer an inbox-only boundary.

What changes for a restricted agent:

Board Access

Boards are used for tracking bugs, feature requests, and custom items. By default, members may not have access to all boards.

Owners can configure per-member board access by toggling which boards each member can see and interact with.

• Use the Select All button to grant access to every board at once
• Toggle individual boards on or off
• Members will only see boards they have been granted access to

Hourly Pay Rate

Each team member can have an individual hourly pay rate (in USD). This value is used by the Shifts module to calculate shift costs and payroll.

• Set the rate in the member's expanded card
• Leave it empty if the member doesn't need time tracking
• The rate is combined with shift type rate multipliers to calculate actual pay for different shift types

Shift Type Assignments

If your organization uses Shifts, you can control which shift types each member is allowed to use when clocking in.

Shift types define different categories of work, such as:

Owners can assign shift types per member:

• Use Select All to give access to all shift types
• Toggle individual shift types on or off
• Members will only see their assigned shift types when starting a shift, and starting an unassigned one is refused by the server as well

Saving Changes

When you modify a member's permissions, brand access, board access, pay rate, or shift types, the changes are tracked locally until you click Save. You can make multiple changes across different settings before saving.

After saving, a real-time update is broadcast to the affected member — their dashboard will automatically reflect the new permissions without needing to refresh.