You have a specialist who should only handle one side of the business, or a contractor who should not see everything. Permission switches decide which features someone can open. Three separate lists decide which things they can open them on: brands, ticket boards and shift types.
Where the three lists are
Click your avatar at the bottom-left of the dashboard, choose Manage team, and click a member's row to expand it. Below their permission switches you will find Board access, Hourly pay rate (USD), Shift types and Brand access, then a Save button. Nothing is stored until you save.
Brand access
This is the important one. It lists every brand in your organisation with a switch each, under the line "Owners and admins always have access to every brand."
Granting a brand does two things at once:
- That brand's chat conversations appear in the person's inbox.
- That brand's section appears in their left-hand menu, so they can reach its widget, knowledge, products and the rest — as far as their permission switches allow.
If someone can open none of a brand's pages, the Brand part of the menu disappears entirely for them — the heading goes along with the rows, rather than leaving an empty label behind.
Access is keyed on the brand itself, not on its chat widget, so a brand that has no widget yet is scoped just like every other one.
The same switches live in the widget designer
Open Brand → Chat widget → Features and you will find an Inbox access section listing the same people. It is the same setting under another name: ticking someone there grants them the whole brand, and unticking them removes the whole brand — not just that one widget. Owners and admins are shown switched on and cannot be switched off.
Board access
Boards are your ticket boards — bug reports, feature requests, anything a form files into. Switch on only the boards this person should triage.
Watch the bypass rule here, because it is not the one you would guess: the owner sees every board regardless, but an administrator does not. An admin still only sees the boards you switch on for them.
Shift type access
This decides which kinds of shift the person may clock into. Switch on only the ones that apply to them.
This is now enforced on our servers, not just hidden in the menu: the account menu offers only the shift types they hold, and starting any other one is refused outright. The refusal applies to everybody — an owner also needs a shift type switched on before they can start it.
One right that works differently
The brand's Knowledge page opens for anyone holding any one of Vex AI, Knowledgebase or Documentation. It is the only place in Yaplet that works as "any one of three", because the page merges three things that used to live apart. 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 worth knowing about: on that page, Show at your web address, Take down, Copy, Move and Delete currently also need Vex AI. Without it those five look available and then fail when clicked. Grant Vex AI as well if the person needs them.
Removing someone clears all of it
Using Remove on a member deletes their brand access, board access, shift types and permissions along with them. That is deliberate: re-adding the same person later starts them from nothing instead of quietly restoring old access.
When changes take effect
The person sees the new access the next time their dashboard loads. They do not need to be signed out and back in.
What's next
For the switches themselves and how the roles interact with them, see Set roles and permissions. For what each individual switch opens, see What each permission unlocks.