5. Members
Updated
by
Griffin Steinman
Introduction
The admin panel is the “Backend” of inbox where most of the settings are controlled. For our training purposes, we will be focusing on the following sections:
Each of these sections have specific usage or information that are useful to you and your team.
This doc will focus on Members
Members
The members tab shows all of the members synced from your PSA
These members can be in 3 different states:
Active - These are the members that will have access to thread and have active accounts
Pending - These are members that are typically newly synced members and have not yet been set to active
Deleted - These are members that you have deleted
Each member also has 2 role options:
Admin - Workspace admins are able to access the admin panel and inbox
Member - Workspace members are only able to access inbox
Notifications:
You are also able to change each members notification settings here. For more info on that, please see this doc
Auto-Add Members
By default, thread syncs new members added to the PSA every 24 hours (sync occurs at 3 AM EST).
If you have this toggle enabled, all new members that are synced will automatically be set to the ACTIVE state.
If you have this toggle disabled, all new members will automatically be set to the PENDING state.
This setting is located in the Integrations tab in the admin panel. Go to Integrations -> PSA -> PSA Sync
