Restrict what a teammate can access

Updated May 22, 2026

Beyond the built-in admin role, Yaplet lets you build a custom permission set for each teammate. This means a support agent can have inbox access but no billing visibility, or a specialist can see only a specific widget's conversations.

Where to find permission settings

  1. Go to Settings β†’ Organization.
  2. Click the teammate's name or the edit icon next to them.
  3. Scroll to the Permissions section.

Widget access

You can restrict which widgets a teammate sees in the inbox. Under Widget permissions, enable only the widgets this person should have access to. Conversations from disabled widgets will not appear in their inbox view.

Board permissions

Boards (bug reports, feature request boards, form inboxes) can also be restricted per person. Under Board permissions, toggle on only the boards this teammate should be able to triage.

Shift type permissions

For time-tracking, you can control which shift types an agent can clock into. Under Shift type permissions, enable only the relevant shift categories. This prevents agents from accidentally logging hours under the wrong shift type.

Feature-level permissions

In addition to data-scope permissions above, you can toggle individual feature capabilities:

  • Access to the security dashboard
  • Access to billing and plan settings
  • Access to newsletter and campaigns
  • Ability to export data
  • Access to time-management reports

Owners bypass all permission checks automatically and always have full access.

Changes take effect immediately

Permission changes are applied the next time the teammate refreshes their dashboard. There is no need to log them out.

Did this article answer your question?