This category covers three operational areas that keep your Yaplet workspace running: who's on your team and what they can do, when agents work and how hours are tracked, and how to protect your workspace from abusive visitors.
Team and permissions
Invite teammates, assign roles, control which features each person can access, manage seat counts, and set up auto-assignment rules.
- Invite a teammate to your workspace — email invite flow, pending invitations
- Set roles and permissions — owner, admin, and custom permission sets
- Restrict what a teammate can access — per-feature permission toggles
- Manage seat counts — plan limits, adding and removing seats
- Set up assignment rules — route conversations automatically
- Set business hours and agent availability — shift types, online status
Shift and time management
Agents clock in from the inbox and Yaplet tracks every minute. Define shift types with pay multipliers, run finance-ready reports, and lock shifts at month-end for payroll.
- Set up shift types and pay multipliers — workday, weekend, holiday; chat-available flag
- Clock in and out from the inbox — day-to-day agent flow
- Edit your shifts before they're finalized — correct start/end times
- Read agent time reports and export to CSV — finance-ready exports
- Finalize a pay period — lock shifts at month-end
- Audit shift edits — per-shift change history
Security and privacy
Block abusive visitors, review flagged accounts, set your protection policy, and meet GDPR obligations with data export, erasure, and the audit log.
- Block a visitor — org-wide block, applies to chat and voice
- Review flagged conversations and events — low-trust visitors
- Tune your security policy — protection level and trust signals
- Audit log — every team action in one place
- Export visitor data for a GDPR subject access request
- Erase a visitor's data — right to be forgotten
- Yaplet's DPA and data residency — where your data lives