# Channel access (/docs/settings/channel-access)

Channel access decides where people work. Each role either works in **all channels** or **only selected accounts**, with a level on each account: **View**, **Reply** or **Manage**. Someone sees a conversation in the inbox only when their role has access to the account it came in on. Channel access is set per role on its page in **Members & roles**, so it applies to everyone with that role.

- **Who can use it:** Owners and admins, and custom roles with Admin access. Only the owner can change channel access for Admin-level roles, and nobody can change the Owner role's. Members and viewers can see each role's access but not change it.
- **Before you start:** At least one connected channel account (see [Connect a channel](/docs/channels/connect-a-channel)). With none, the panel says **No channel accounts are connected yet.**

## Access levels [#access-levels]

| Level | What people can do on the account |
|---|---|
| **View** | Read conversations on this account. |
| **Reply** | Read conversations and reply from this account. |
| **Manage** | Reply, and reconnect, disconnect and route the account. |
| **No access** | Conversations on this account don't show up for them. |

A role can't get more on a channel than its permissions allow. Its highest level comes from its [permissions](/docs/settings/roles#permission-reference):

| The role has | Highest level |
|---|---|
| **Edit channel settings** | **Manage** |
| **Reply and send** (but not Edit channel settings) | **Reply** |
| **View conversations** only | **View** |
| None of these | No channel access at all |

So the built-in roles start at: Owner and Admin up to **Manage**, Member up to **Reply**, Viewer up to **View**, each on every account.

## Check channel coverage [#check-channel-coverage]

The **Roles** tab of **Members & roles** ends with **Channel coverage**: every connected account, with how many people can reply on it and how many can see it (those who can reply are counted in both). An account that nobody can reply from shows **No one can reply** in red, and the panel's header counts them. Disconnected accounts are never flagged.

![The Channel coverage panel: each WhatsApp number, Instagram account, email inbox and social account with its reply and view counts, and Every account has someone to reply in the header](/screenshots/channel-access/01-channel-coverage.webp)

## See a role's channel access [#see-a-roles-channel-access]

Open a role from the Roles tab and scroll to **Channel access**. The header sums it up, like **3 of 15 accounts · Reply** or **All 15 accounts · up to Manage**, and the list shows every account with the role's level on it.

![The Channel access panel of the Sales lead role: 3 of 15 accounts at Reply (+44 20 7946 0958, @northwind.support and sales@northwind.io), the rest No access, with the Edit access button](/screenshots/channel-access/02-role-channel-access.webp)

## Change a role's channel access [#change-a-roles-channel-access]

<Steps>
<Step>

### Open Edit access [#open-edit-access]

On the role's page, in **Channel access**, click **Edit access**. The dialog says how many people it applies to and the highest level the role allows.

</Step>
<Step>

### Choose all channels or specific accounts [#choose-all-channels-or-specific-accounts]

- **All channels**: every account, including ones connected later, at the role's highest level.
- **Only selected accounts**: tick accounts one by one, or a platform's checkbox to tick all its accounts (it shows a dash when only some are ticked). The header counts how many are selected.

![The Channel access for Sales lead dialog with Only selected accounts chosen, 3 of 15 accounts selected, grouped by WhatsApp, Instagram and Email, each ticked account set to Reply](/screenshots/channel-access/03-edit-access.webp)

</Step>
<Step>

### Set a level on each account [#set-a-level-on-each-account]

Each ticked account gets a level, starting at **Reply** (or the role's highest level if that's lower). Change it in the account's level picker. Levels above what the role allows are greyed out with "… doesn't allow this. Change it in the role's permissions."

![The Channel access dialog with the level picker open on @northwind.support: View and Reply available, Manage greyed out because Sales lead doesn't allow it](/screenshots/channel-access/04-level-picker.webp)

</Step>
<Step>

### Save [#save]

Click **Save access**. You see **…'s channel access saved** with the new summary. It applies to everyone with the role right away.

</Step>
</Steps>

<Callout type="warn" title="No accounts selected means no conversations">
If you clear every account under **Only selected accounts**, the dialog warns **No one with … will see any conversations** and the button turns red: **Remove channel access**. Their inboxes are empty and they can't reply anywhere until you give some back.

![The dialog with 0 of 15 accounts selected, the red warning No one with Sales lead will see any conversations, and the red Remove channel access button](/screenshots/channel-access/05-no-accounts.webp)
</Callout>

## Remove all channel access [#remove-all-channel-access]

To take a role off every channel at once, open the **⋯** menu next to **Edit access** and choose **Remove all access**, then **Remove access**. Everyone with the role stays in the workspace and keeps the conversations assigned to them, but their inboxes empty and they can't read or reply on any channel. You see **… has no channel access**. Give access back any time with **Edit access**.

![The confirmation Remove all channel access for Sales lead? with the Remove access button](/screenshots/channel-access/06-remove-all.webp)

## Locked channel access [#locked-channel-access]

Some roles show **Locked** instead of **Edit access**. Hover or click the lock for the reason:

| Reason | Why |
|---|---|
| **The owner can always open every channel.** | The Owner role always has every account, up to Manage. |
| **Only the owner can change channel access for admin roles.** | You're an admin, and the role has Admin access. Ask the owner. |

![The Owner role's Channel access panel showing Locked, with the reason The owner can always open every channel.](/screenshots/channel-access/07-owner-locked.webp)

You can also set channel access while [creating a role](/docs/settings/roles#create-a-role), in the form's **Channel access** panel.

## Troubleshooting [#troubleshooting]

<Accordions type="single">
<Accordion title="Someone can't see conversations from one of our numbers">
Open their role (from **Members & roles → Members**, the **⋯** menu on their row has **View … role**) and check **Channel access**. With **Only selected accounts**, add the number and pick a level.
</Accordion>
<Accordion title="A new account doesn't show up for a role">
Roles with **All channels** get new accounts automatically. Roles with **Only selected accounts** don't: edit their access and tick the new account.
</Accordion>
<Accordion title="I can't pick Reply or Manage for a role">
The role's permissions cap its level. Turn on **Reply and send** (for Reply) or **Edit channel settings** (for Manage) in the role's permissions, then come back. See [Roles and permissions](/docs/settings/roles#edit-a-role).
</Accordion>
<Accordion title="The role says it has no channel access">
A role without **View conversations** can't open conversations, so it gets no channel access whatever you pick. Turn on **View conversations** in its permissions first.
</Accordion>
</Accordions>

## Next steps [#next-steps]

<Cards>
<Card title="Roles and permissions" href="/docs/settings/roles" description="Change what a role can do, and create your own roles." />
<Card title="Members and invites" href="/docs/settings/members" description="Give people the role with the right channel access." />
<Card title="The Setup page" href="/docs/channels/setup-page" description="See every connected channel account and its health." />
</Cards>
