Feature

Ask for access to a contact you can't open

Opening a contact that belongs to a teammate used to show only who it was assigned to and a note to contact your admin. That screen now has two buttons:

  • Request reassignment asks for the contact to be assigned to you.
  • Request to collaborate asks for you to be added as a collaborator.

The request goes to the contact’s assignee and to your team’s owners and admins as a notification that links to the contact, so whoever picks it up can reassign it or add you in one step. The screen also shows the assignee’s role (Owner, Admin or Agent) next to their name.

You can send one request per contact per hour. Turn these notifications on or off under Notification Settings → Mentions & Collaboration → “When a teammate asks for access to a contact you can grant”.