Access Control & Branches
Configure access visibility rules and manage business branches
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Access Control & Branches
Control how conversations and data are visible across the team, and manage branch locations when your business uses them.
Access control and branches
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Access control
- Open Settings Account → Access control
- Review assignment / visibility options available in your plan
- Align rules with how supervisors and agents should see conversations
- Save
Access control works together with Users & Roles. Roles define permissions; access control shapes visibility and assignment behavior.
Branches
- Open Branches in Settings Account (or the Branches menu item)
- Create a branch with name and location details
- Edit or deactivate branches as your network changes
- Use branches in contact filters or campaign audiences when those filters are available
API / webhooks (when shown)
See the dedicated guide: API & Webhooks.
For channel/ERP integration records, use Integrations Settings (admin/integrations-settings).