Workers
View as MarkdownAccess
Who can talk to a worker, and which clients it serves. Set on the Clients tab.
A worker's access is three lists: the clients it serves, the channels it answers in, and the people whose direct messages belong to a client. All three are on the worker's Clients tab, in one table with the caption Where messages to this Worker go: a client, or your own team (internal).
Who can talk to it
| Person | In a client's channel | By direct message |
|---|---|---|
| Someone at your agency | Answered by that client's copy | Answered by your team's copy, which knows every client |
| A client's contact, linked to that client | Answered by that client's copy | Answered by that client's copy |
| A guest, or someone from another workspace not linked to a client | Answered by that client's copy, in that client's channel only | Told it cannot help: I only work with people from the organization that set me up. |
Adding a client
Press Add to client. Pick the Client, then tick Channels and People. As the dialog says, channels route by conversation, people route their DMs and group DMs. A channel or person already linked to another client is greyed out: nothing is moved silently. See Assigning a worker.
Channels
Each channel row can be Mark internal, Reassign to another client, or removed. Add channel lists channels the worker can see that are not set up yet: public ones it can Join, private ones you invite it to first with /invite. Details under Channels.