Hi All,
One of my employees are reporting that they don’t have access to see the emails between clients. I’ve never had this occur. The visibility for this client is set to everyone. Any thoughts on how to fix this?
Best answer by Michelle from Copper
View original
+5
Hi
The screenshot is helpful - I’ve just greyed the personal information in it for you.
Thanks and hang tight!
+5
Would you mind opening up Settings > Personal Preferences > Email Settings & Templates and looking at the box called Individual Email Visibility Control (Admin)?
Can you tell me which checkbox is selected? If you want full visibility of emails across all teammates, then you’ll want to select the third option for “No (always visible by default)”
You could also select the first option, but if you do that you’ll need to make sure that your users have opted to keep their emails visible by default at Settings > Personal Preferences > Email Settings & Templates.
You mentioned you’ve never had this occur. I see you’re an admin in Copper - admins can usually see private emails. It just depends on the setting the Account Owner has selected. So it’s possible that you’ve never noticed this visibility issue because it would only apply to to regular-level users.
Thanks Michelle. I don’t have an issue seeing it. Just my employee Shan Wofford. Under Individual Email Visibility, “Yes, users may specify their own default visibility.” was selected. I’ll update that on our end and let you know if that works.
Would you mind opening up Settings > Personal Preferences > Email Settings & Templates and looking at the box called Individual Email Visibility Control (Admin)?
Can you tell me which checkbox is selected? If you want full visibility of emails across all teammates, then you’ll want to select the third option for “No (always visible by default)”
You could also select the first option, but if you do that you’ll need to make sure that your users have opted to keep their emails visible by default at Settings > Personal Preferences > Email Settings & Templates.
You mentioned you’ve never had this occur. I see you’re an admin in Copper - admins can usually see private emails. It just depends on the setting the Account Owner has selected. So it’s possible that you’ve never noticed this visibility issue because it would only apply to to regular-level users.
After updating, I had the employee try again and she’s still not able to view those emails. Any other suggestions?
+5
Hi
If it’s a yes, then future emails coming in will be visible. But sounds like we also need to take care of previous emails as well. I can help you with this over email, since it involves discussing specific user email addresses. Just let me know about that setting and I’ll shoot you an email about the specific users and making their previous emails visible. 👍
Yes, I have that setting selected now. Thank you.
+5
+5
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.