Available to: Standard, Pro & Ultimate
Requirements: Set up of Privacy Controls requires Administrator rights.
The privacy of the information shared through Ebsta is determined. 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(es), across their team, 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.
1. Click the Ebsta tab in menu bar.
If the Ebsta tab isn't displayed, click the pencil in the right hand corner of the menu bar.
...and then select Ebsta from the list and click Add 1 Nav Item.
2. The Admin Controls section will be open by default. In the first column you'll notice that Ebsta groups users together by their Salesforce Profile. The next two columns show which Activities and which Contacts the users within each Profile have visibility of. The final column displays which Salesforce Profiles have access to additional privacy controls*.
* To learn more about the additional privacy controls, please refer to the following article:
3. Select which Activities and which Contacts users within each Profile will have visibility of by clicking in the two columns alongside each Profile row and check or uncheck the boxes next to each Profile.
For example, I want Standard Users to be able to view all Activities except those of the System Administrator. Therefore, in the Activities View column against the Standard User Profile I have clicked All and then unchecked the System Administrator box.
I want Standard Users to be able to view Contacts of all Profiles. In the Therefore, in the Contacts View column, I can see this Profile already has visibility of All teams contacts so I can leave this setting as is.
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 the additional privacy controls for each Salesforce Profile. When green, privacy controls are enabled, and when they are grey they are disabled.
In the example below, privacy controls have been disabled for all Standard Users.
* To learn more about additional privacy controls, please refer to the following article: