Dossier has two types of users, based on permissions:
The Organization Admin Role
Dossier automatically provides one Admin role for each organization. An Admin is like a superuser, with access to any workspace, any conversation, any task, and any ticket.
In this role, you administer Dossier for your organization at an enterprise level and manage people and permissions. Specifically, you:
Manage all your workspaces for customers (contacts) and teams.
Add or delete contacts and team members in each workspace.
Create workspaces and people by syncing accounts, leads, and contacts from commercial CRM applications such as Salesforce.
Create messages to send to specific workspaces (such as a customer company) or a specific location for a website visitor.
Manage integration with applications that Dossier supports.
Manage your organization settings for workspaces,
Manage the templates for the invitation and welcome messages to new and existing contacts, the welcome message to send to all contacts, and the team members assigned to each workspace.
Convert contact and team member messages to tasks (Asana), cases (Zendesk tickets), or chats.
Admins also embed Dossier code in web applications or a website when needed.
If you need to assign administrator privileges to additional people in your organization, post a message in the Dossier Support workspace.
The Team Member Role
A team member is an individual who belongs to your organization. On the Setup > Team page, you can assign team members to new workspaces. Dossier then automatically adds them to new workspaces when it syncs email or when you manually create a new workspace. Assign people who are experts in a relevant area and can help new contacts.
Dossier automatically gives you the Team Member role when you join. A Team Member:
Can belong to more than one workspace.
Can watch all conversations in the workspaces to which they belong.
Can delete messages and conversations.
Receives notifications on all activity across the workspaces to which they belong.
Can convert customer or team posts to Asana tasks, Zendesk tickets, or Salesforce Chatter posts.
Can create and run campaigns.
Add or delete other team members and contacts. See Add to or Remove People from a Workspace.
In addition, a Team Member or an Admin can have a Personal, a Collaborator, or a Mailbox role.
- Personal: This role allows you to only see messages that you were explicitly added to.
- Collaborator: This role allows you to see messages in a workspace that you were added to, even if you were not explicitly copied on that message.
- Mailbox: This role is for email addresses that are shared mailboxes. See Add a Mailbox to a workspace.
Change your role
You can change your role from Personal to Collaborator to perform tasks that need admin permissions:
To change your role, follow directions in the figure below.