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Take control of your team inboxes with custom roles in Front

Everyone on your team plays a unique role. As an administrator of Front, it’s your job to make sure their permissions in Front reflect their role.

That’s why Front lets you create custom roles for your team, so everyone can see and do exactly what they need. No more, no less.

Custom roles make your job as an Admin easier by giving your team access to exactly what they need to get work done. Here’s how you can set your team up for success by creating custom roles and permissions.

Access exactly what you need

Front has three preset user roles to choose from: Company Admins, Team Admins, and Team Members. But Team Admins can also create any custom roles your team needs to give certain teammates permissions between those preset levels.

Take your support team, for instance. Make a custom role for ‘Team Leads’, so they can assign messages to others in Front. Allow ‘Managers’ to view analytics without giving them full Team Admin permissions. Or share your support inbox internally with, say, the engineering team. That way they can collaborate on issues, but not respond to customers directly.

Keep inboxes organized

Limiting which teammates can create tags is a great way to keep your inboxes neat and tidy. Give ‘Managers’ control to build out a set of tags, without giving them full Admin access. Then restrict the creation of new ones. That way, everyone uses the same tags, and it’s easier to search for what you need. (No duplicate tag issues, like ‘Urgent things’, ‘urgent’, and ‘URGENT MESSAGE’.)

The same goes for rules: Make a custom role to allow certain people, like 'Team Leads' for instance, to create rules — without giving them all the permissions of an Admin. It’ll empower them to take charge of their own workflows and iterate over time. And it’ll take a load off your shoulders (you don’t have to create them all on your own! ? ).

Streamline messaging

With the right roles and permissions set up, you can keep wording consistent and aligned with your brand in every message. Try restricting the ability to create message templates to ‘Team Leads’, or go even more specific: only copywriters on the marketing team. With only your most trusted writers creating message templates, you can ensure the messages your team sends from Front are on brand.

Build different roles for different teams

Every team is structured differently, with its own unique positions and management structure. Front lets you create an entirely new set of custom roles for every team, so your inboxes fit the way you work.

Using Front already helps your team collaborate better, cuts down on inbox clutter, and empowers individual teammates to be more productive. By creating custom roles and permissions in Front, you can further elevate your team’s productivity and ensure everyone has the level of access they need to get work done.

Keep learning

One Pager - 2 Min ReadMeetings done right – 5 ways that Front Scheduling takes the headache out of meetings
Despite the dreaded Zoom fatigue that seems to accompany a lot of 2020 – it can’t be denied – the alternative doesn’t look so bright, either. A day without chatting to anyone outside your home? No thanks.  We’re finding ourselves cherishing any opportunity to see each other’s faces, even during work meetings. Video calls and phone calls still make work feel more enjoyable and customers feel tended to. So, we’ve given the Front Scheduling experience a makeover to make it easier than ever to meet with people. Now, you can grab a virtual coffee with a coworker or schedule a customer demo in a matter of clicks – without the back-and-forth chaos of trying to find the best time.  Here are 5 ways to get the most out of our fresh take on the Scheduling experience: A hack for group meetings: Sending meeting options to a client with several teammates couldn’t be easier. Insert available meeting options that work for all your internal meeting attendees right into the email – all the client needs to do is simply click on the time that works best for them. Prep for holiday chaos: With the end of the year around the corner, your calendar is bound to get crammed with holiday plans, time OOO, and end of the year work requests. Think about how many clicks it usually takes to book meetings: you pull up your calendar, you pull up your client's calendar, click around to find times, copy and paste options into an email, etc. Take the hassle out of booking meetings and save time by using Scheduling links in your emails– get it done in 1 easy click and save your headache for difficult relatives instead. Happy holidays! Pair it with a message template: Let’s say you block part of your day to host product demos and another part for user testing research. Now, you can create a Message Template for each and include a unique meeting link to make scheduling time with prospects needing a demo and time for user testing a breeze. Pro tip: Make that Message Template a shortcut and trigger them by typing Command/Ctrl + Shift + 5, 6, 7, 8, or 9 in the composer. Enrich your CTAs: Need to follow up with people after a large event? Include your scheduling link on a custom landing page or in an email follow-up to make it easy for people to book time with you.   Include your scheduling link in your email signature: Make your sign-off warmer and more inviting by including your unique Scheduling link directly in your email signature. When people want to follow up on your message with a phone call or meeting, all they have to do is click on your link. Here's to a more hassle-free Scheduling experience, and to always making it a priority to connect with teammates and customers in real-time.
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