Workspace Settings Page Description
Created by Jack Gabbay, Modified on Wed, 7 Aug, 2024 at 5:00 PM by Jack Gabbay
The Workspace Settings page allows administrators to configure various aspects of their workspace, including user permissions, messaging restrictions, and security settings. Here’s a detailed breakdown of the elements on the Workspace Settings page:
Workspace Settings
Allow Seniors to Create Subscriber Lists
- Toggle to allow senior users to create and manage subscriber lists.
Shortlist Max Size
- Input field to set the maximum number of contacts users can have in their shortlist. Setting this to zero disables the feature.
Shortlist Decay (in hours)
- Input field to set the duration after which a contact's last touch before it decays in the shortlist.
Filter Against Shortlists
- Toggle to enable filtering against existing contacts on shortlists.
Disable Claims
- Toggle to disable claims, distributing channels evenly between users.
Disallow Idle Users w/ Disabled Claims
- Toggle to set users to idle after 30 minutes of inactivity.
Security Settings
Hide Contacts
- Toggle to hide contacts from seniors, preventing them from viewing or interacting with the contacts.
Allow Seniors to Edit Users
- Toggle to allow senior users to view and edit the workspace's users.
Enable Two-Factor Phone Authentication
- Toggle to enforce two-factor authentication for all users logging into their accounts.
Email Notifications
Notify User
- Toggle to send a daily email to the user at 12 PM and 6 PM.
Notify Admin
- Toggle to send a daily email to the admin at 12 PM and 6 PM.
Message Time Restrictions (EST)
Open Time Restriction
- Set the time before which messages won’t be sent in the morning.
Close Time Restriction
- Set the time after which messages won’t be sent in the evening.
Manage Messaging
Message Segment Limit
- Set the maximum segments for user messages in the workspace.
Manual Blast Number Limit
- Set the maximum number of users that can be sent in a manual blast.
Initial Cooldown
- Configure cooldown periods for manual blasts between multiple users.
Cooldown Time Limit
- Set a time limit for user exclusivity on replies after a customer response.
Channel Locking
- Toggle to enable or disable the ability for users to lock channels.
Segment Budgeting
- Toggle to enable segment budgeting and set a budget for each user on their user page.
Shortlink Custom Domain
- Input field to enter a custom domain for shortlinks, which must be registered and set up correctly with DNS records.
Manage Claims Filtering
Auto-Archive Filtered
- Toggle to automatically archive messages that match filtered dictionary terms.
Auto Stop Setting
- Configure actions for stop and unsubscribe messages.
Manage Filtered Entries
- Add and manage entries to filter messages containing specific phrases.
Manage Unsubscribe Entries
- Add and manage unsubscribe entries to stop contacts from receiving messages containing specific phrases.
Call Forwarding
Anonymous Call Blocking
- Toggle to immediately hang up on anonymous calls.
Auto-Response on Missed Calls
- Toggle to auto-respond to missed forwarded calls.
Message Images
- Allow Outcoming Images
- Toggle to enable or disable the ability for users to send images to contacts.
Meta Data
- Users Edit/Add Meta Data
- Toggle to allow users with permission to edit or add metadata to contacts.
Block Contacts
- Users Block Contacts
- Toggle to allow users to block contacts in messages.
This Workspace Settings page is designed to provide administrators with comprehensive control over various aspects of the workspace, enhancing the management and security of user interactions and data.
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