You are ticking switches for a new teammate and you cannot tell what half of them do. Here is the whole list, grouped the way the dashboard is, with what each one actually opens.
Where you tick these
Click your avatar at the bottom-left of the dashboard, choose Manage team, and expand the member's row. Every switch also carries a one-line description on screen, so this article is the longer version of what you can already see there.
Owners and administrators skip the whole list — they have everything without a single switch. This only matters for everyone else.
Conversations and visitors
| Switch | What it opens |
|---|---|
| Inbox | The live chat inbox — reading, answering, assigning and closing conversations. Which conversations appear is separately controlled by Brand access. |
| Inbox AI | AI reply suggestions and AI-written conversation context inside the message box. Needs Inbox. |
| Rephrase | Rephrasing and grammar-checking an outgoing message with AI. Needs Inbox. |
| Summary | Generating an AI summary of a conversation. Needs Inbox. |
| Audience | The Visitors screen — who is on your site right now, with country, device and page. |
| Session Replays | Watching recorded visitor sessions. Needs Audience. |
| User Journeys | The aggregated diagram of how visitors move between pages. Needs Audience. |
| Security | The Security screen under Audience: trust scores, spam review, blocking and the ban list. |
Brands, the AI and its knowledge
| Switch | What it opens |
|---|---|
| Brands & chat widgets | The brand's Chat widget page and Brand settings, plus the ＋ New brand button. Without it a person can neither create a brand nor touch a widget. |
| Remove branding | The switch that hides the Yaplet mark on the chat widget. It is enforced when the widget is saved, so it cannot be set by going round the screen. Needs Brands & chat widgets. |
| Vex AI | The brand's Vex pages and its Products page, and the AI-sources half of the Knowledge page. |
| Chat workflows | The brand's Workflows page and the workflow builder. |
| Voice & calls | The brand's Voice page and the voice-agent editor, Inbox → Calls, and Settings → Organization settings → Phone numbers. Note that this one reaches outside the brand. |
| Knowledgebase | Help articles and the knowledge bases that hold them — creating, editing and publishing them. |
| Documentation | Documentation sets and their pages. This one comes with the paid Documentation module rather than the base plan. |
Tickets
| Switch | What it opens |
|---|---|
| Tickets | The whole Tickets section — bug reports, feature requests and the public roadmap. Which boards appear is separately controlled by Board access. |
| Board management | Creating, configuring and deleting boards — the ＋ New board button and a board's Settings tab. Needs Tickets. |
| Forms | Building and editing the intake forms that feed a board — a board's Forms tab and the form builder. Needs Tickets. |
Marketing
| Switch | What it opens |
|---|---|
| Newsletter | Subscribers, contact groups, email templates and sender verification. |
| Campaigns | Creating, sending and tracking one-off email campaigns. Needs Newsletter. |
| Email automations | Building and editing email automations. Needs Newsletter. |
| Outreach | Opens the Engagement section. On its own it shows nothing — it is the prerequisite for the five below. |
| Banners, Messages, News, Surveys, Tours | One switch each for announcement banners, proactive chat messages, News & Releases, in-widget surveys and guided product tours. All need Outreach. |
| Affiliates | The Affiliate Management screens: partners, tracking, commissions and payouts. |
| Social Posting | Generating, scheduling and publishing AI social posts, and the autopilot. |
Team, reporting and settings
| Switch | What it opens |
|---|---|
| Overview | The dashboard home page and each brand's Overview. |
| Reports | The Reports screen: conversations, agents, visitors and AI usage. |
| Organization | The team page itself — and the Manage team entry in the account menu. Without it, that entry is not even shown. |
| Time Management | Clocking in and out and seeing your own shifts. This is the switch behind the menu group now called Shifts. |
| All Shifts | Seeing and managing the whole team's shifts, including finalizing them. Needs Time Management. |
| Shift Types | Defining shift types, their pay multipliers and who may use each one. Needs Time Management. |
| Reports (under Time Management) | The shift reports page — hours worked across the team. Needs Time Management. |
| Copilot | The built-in Copilot AI assistant. Its tools are limited by the other rights the person holds, so Copilot never becomes a way round a missing permission. |
| Bookkeeping | The bookkeeping module: accounts, transactions, banking and financial reports. |
| Agent monitoring | The Agent monitoring page: reviewing flagged answers and choosing who is monitored. Agents without it still see the private note in their own conversations and can dispute it — they simply have no flag list of their own. |
| Settings | Opens the Settings area. Required before any of its children work. |
| Api, Audit Log, Discord, Domain, Email, Facebook, Message Templates, Models | One switch each for API keys, the audit log, the Discord integration, email sending domains, the email integration and sending address, connecting Meta accounts, saved reply templates, and choosing which AI models power the account. All need Settings. |
The Knowledge page needs any one of three
The brand's Knowledge page is the one exception to "one right, one screen": it opens for anyone holding Vex AI, Knowledgebase or Documentation. Each area inside then checks its own right, so someone with only Knowledgebase can work on help articles and sees the rest read-only.
One rough edge: on that page, Show at your web address, Take down, Copy, Move and Delete currently also need Vex AI. Without it they look available and then fail when clicked.
Three limits that are not permissions
These sit below the switches on the same member and work independently of them:
- Brand access — which brands the person can reach at all. Owners and administrators bypass it.
- Board access — which ticket boards they can see. Only the owner bypasses it; an administrator does not.
- Shift types — which kinds of shift they may start. Nobody bypasses this one, not even the owner.
Your organisation's rights are the ceiling
The editor only lists switches your organisation itself holds, so you cannot grant something the account does not have. If a switch you expect is missing, the organisation is missing the matching module — buying it is what makes the switch appear.
What's next
To scope someone to particular brands, boards or shift types, see Restrict what a teammate can access.