The privacy of the information shared through Ebsta is inherited from Salesforce Profiles. The privacy controls allow for separate control of the sharing of email information and the derived contacts. A user can have visibility of emails and contacts from just their own mailbox, across single, multiple teams or across all connected users.
A typical configuration would share emails across multiple collaborative teams of peers such as sales and customer success whist delivering contact sharing across the organisation. At the same time c-level resources would have visibility of emails from all teams without sharing their emails with subordinates.
How to set up Privacy Controls
1. Click the Ebsta tab in Salesforce.
If the Ebsta tab isn't displayed, click the +icon to view all tabs...
...and then select Ebsta from the list.
2. The Admin Controls section will be open by default. You will notice that Ebsta groups users together by their Salesforce Profile. For each Profile, you can select which Activities and Contacts the users will have visibility of.
3. To adjust the default privacy settings, click All in the Activity View or Contact View column alongside the Profile you wish to adjust and then check or uncheck the boxes next to each Profile.
For example, I want Standard Users to be able to view all Activities and Contacts except those of the System Administrator. Therefore in both the Activity View and Contact View columns I have unchecked the System Administrator box against the Standard User Profile.
Ebsta now displays my adjusted privacy settings.
4. You now have the option of giving users access to additional privacy controls. In the User Control column, use the toggle button to enable or disable privacy controls for each Salesforce Profile. When green, privacy controls are enabled, and when grey they are disabled.
In the example below, privacy controls have been disabled for all Standard Users.
To learn about how these privacy controls work in Ebsta's front-end, please refer to this article.