Organizations
Manage your team members, control feature access with permissions, configure board visibility, set pay rates, and assign shift types from the Organizations page.
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)
If you belong to multiple teams, switching here changes your active workspace across the entire dashboard.
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
OwnerorMember - A (You) label next to your own entry
Click on a member to expand their card and access all management options.
Inviting New Members
Click the Invite button
Click the Invite member button at the top of the members section.
Enter their email
Type the email address of the person you want to invite and send the invitation.
They accept
The invited person receives an email with a link to join your organization. Invitations expire after 7 days.
You can also view and cancel pending invitations from the invitations list.
Enabling & Disabling Members
Owners 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
Owners can permanently remove a member from the organization. This deletes all of that member's permissions, board access, and shift type assignments. This action requires confirmation.
Understanding Permissions
Yaplet uses a layered permission system that controls what features each team member can access. There are two levels:
Organization Permissions (Plan-Based)
Organization permissions define the maximum set of features available to your entire team. These are determined by your subscription plan — if your plan doesn't include a feature, nobody in your organization can access it.
For example, if your plan doesn't include the Automation module, no team member — not even the owner — will see Automation-related permissions.
User Permissions (Individual)
Within the boundaries of your organization's plan, 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,
Inboxis a parent, andInbox.AI,Inbox.Rephrase,Inbox.Summaryare 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.
Permission Presets
Instead of configuring permissions one by one, you can use presets to quickly assign a predefined set of permissions to a member.
Yaplet includes built-in presets for common roles:
| Preset | Included Permissions |
|---|---|
| Chat Agent | Inbox, Inbox.AI, Inbox.Rephrase, Inbox.Summary, Settings, Settings.MessageTemplates, TimeManagement |
| Newsletter Agent | Newsletter, Newsletter.Campaigns, Newsletter.Templates, Newsletter.Verification, Newsletter.Workflows |
| Tickets Agent | Inbox, Settings, Settings.MessageTemplates, TimeManagement, Tickets |
Owners can create custom presets tailored to their team's needs. Custom presets are saved to your organization and can be reused across all members. You can also delete custom presets when they're no longer needed.
How Permissions Are Checked
When a team member tries to access a feature, Yaplet checks:
- Does the organization have this permission enabled (based on the plan)?
- Is the user an owner? If yes, access is granted automatically.
- Does the user have this specific permission assigned?
If any check fails, the feature is hidden or access is denied.
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 Time Management 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 Time Management, you can control which shift types each member is allowed to use when clocking in.
Shift types define different categories of work, such as:
| Property | Description |
|---|---|
| Name | The shift type label (e.g., "Regular", "Night Shift", "Weekend") |
| Rate Multiplier | A multiplier applied to the member's base pay rate (e.g., 1.5x for overtime) |
| Online | Whether the member should be marked as available for live chat during this shift |
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
Saving Changes
When you modify a member's permissions, 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.