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Restrict users' access by teams

Restrict users' access to specific teams conversations only in Ender Turing

Updated over a week ago

Sometimes, you need to invite external users, vendors, or separate divisions and ensure they only access the teams relevant to them.

Ender Turing enables this with custom roles and team-level permissions.

This setup takes two steps:

✅ Step 1: Create a New Role (with team-based access only)

You can create a new role from scratch or duplicate an existing one.

How:

  1. Go to Settings → Users & Agents → Roles & Permissions

  2. Click “Create Role” (in creation menu choose to Create From existing role or From Blank)

  3. In the permissions table:

    • Find the 'Teams' column

    • Check only the permissions you want to allow for teams

    • Remove ALL checkboxes in the 'All' column

  4. Choose a name and save the role (e.g., “External Partner – Team Only Role”)

Important:

Restriction only happens by Role.

If any checkbox in the 'All' column is enabled, the user will have access to every team’s conversations, ignoring teams selected at User's menu in Step 2.

To enforce team-level access, the All column must remain empty.

✅ Step 2: Assign the Role to a User and Select Allowed Teams

Now, connect the role to a user and select the teams for the current user.

How:

  1. Go to Settings → Users & Agents → Users

  2. Click Edit the desired user

  3. Set Role = the role you created in Step 1

  4. In the Teams section, select one or more teams that the user should access

  5. Save

The user will now only see conversations from the selected teams.

Result

✅ External or internal users see only the teams you assign

✅ They cannot view other teams’ conversations

✅ Simple and secure access control

When to Use This

  • External QA providers

  • Outsourcing partners

  • Different departments or regions

  • Limited access for auditors/management

  • Pilot projects with selected teams

Pro Tip

You can create multiple roles for different scenarios, e.g.:

  • “Team Viewer (Read Only)”

  • “Team Supervisor (Manage Tags, Comments)”

  • “External Partner (Limited Actions)”

Just remember:

No checkboxes in “All” column = Team-based restriction works

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