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Eva has two separate controls for what a person sees. One is permissions, which decide which sections they can enter. The other is data visibility, which decides how much they see inside those sections. This page is about the second one, and it is configured in Settings, under Members, on the Roles & Permissions tab.

What you will get

Each sales rep opens the Inbox and sees only their conversations, their contacts, and their opportunities, instead of the whole team’s.

Requirements

  • The Owner or Admin role.
  • The Advanced Settings module turned on.
  • A clear idea of who is responsible for what, because the rule is based on assignments.

Shared or Personal

The Data Visibility card has two options, and it affects the whole workspace at once. Either way, what a person can see, they can reply to. If they see a colleague’s WhatsApp conversation, they can answer it from that conversation’s number, and the conversation stays with its owner. With Personal, each sales rep sees:
  • Inbox — assigned conversations and those visible through their scope or an opportunity they own.
  • Contacts — assigned contacts and those linked to their assigned conversations, their own or a shared line, or an opportunity they own.
  • Pipelines — assigned opportunities and those related to conversations they can see.
  • Calendars — only their own events.
  • Dashboard — only their metrics.
A contact or opportunity a sales rep sees only through that relationship, and that someone else owns, opens read-only: they cannot edit it, move its stage or start a new conversation with it, and the record says so. Its owner can still make changes. This is not a cosmetic filter. Eva applies it on the server, in the queries themselves, so a sales rep cannot reach the hidden records through any screen.
Personal also hides whatever has no owner. A conversation that arrives unassigned does not appear in any sales rep’s Inbox until someone assigns it. If your team works by picking up new conversations from a shared queue, Personal breaks that habit.
There is one exception in the sales rep’s favor. If a conversation is linked to an opportunity of theirs, they can open it and reply even when they are not the assignee. They only see it without replying when it belongs to an agent they have no access to.

Change the workspace visibility

1

Open the roles tab

In Settings, open Members and then the Roles & Permissions tab.
2

Choose the option

On the Data Visibility card, select Personal or Shared. The option in force is marked Active.
The two visibility options, Shared and Personal, with the list of what Personal limits.

The Data Visibility card, with the option in force marked Active.

3

Confirm

When switching to Personal, Eva asks Switch to Personal? and warns that sales reps will only see data assigned to them. Select Switch.

Restrict a teammate to certain agents

Data visibility applies to the whole workspace. If on top of that you want someone to work with only one of your agents, that is adjusted person by person.
1

Open the person

In Members, on the teammate’s row, select their role in the Roles & Permissions column. That person’s permissions screen opens.
A teammate's row with their email, phone, Active label, and their role on the far right.

The role in the Roles & Permissions column opens that person's permissions.

2

Turn on the restriction

Under Agent access, turn on Restrict to specific agents. The list of agents with checkboxes appears.
The Restrict to specific agents switch turned on, with the checkbox for the agent Eva below it.

With the restriction on, the agent checklist appears below the switch.

3

Choose the agents

Check the agents that belong to them. At least one must be checked before you can save.
4

Save

Select Save changes.
From then on, that person only sees conversations, contacts, opportunities, and analytics for the checked agents. The Owner cannot be restricted: the owner always reaches every agent.

Let someone see another person’s conversations

With Personal, a manager cannot see their team’s work either. When you need them to see it, add those people one by one.
1

Open the person

In Members, on the manager’s row, select their role in the Roles & Permissions column.
2

Choose who they can see

Under Agent access, below Restrict to specific agents, there is Can also see the conversations of. Select Choose and tick the people. The ones you pick show up as tags, and you can remove them from there.
3

Save

Select Save changes. The line keeps a short summary, for example +2 advisors.
From then on, the manager sees those people’s WhatsApp conversations in their Inbox and can reply to them. What they can see, they can answer.
  • The reply goes out from that person’s number, the same one the conversation is on.
  • Replying does not take the conversation away from its owner: it stays theirs.
  • They cannot send campaigns from those numbers or manage those connections.
  • Supervising a conversation alone does not open its contact record. An opportunity they own can grant contact access. Read access does not change who can edit each record.
If you do not want someone replying to another person’s conversations, narrow what they see: remove that person from their Can also see the conversations of list.
This list only has an effect while visibility is Personal. With Shared everybody sees everything, so it changes nothing.

How to know it worked

On the Data Visibility card, the chosen option shows the Active label. The real test is to ask a sales rep to open the Inbox and tell you how many conversations they see.
The change takes up to 45 seconds to apply, because Eva keeps permissions in memory for that long. If the person checks right away, they can still see the old view. Wait a minute and ask them to reload the page before reporting a fault.

If something goes wrong

Check that the Data Visibility card marks Personal as Active, and wait a minute for it to apply. If it persists, check who those conversations are assigned to: if they are assigned to that person, the rule is doing the right thing.
With Personal, a conversation with no owner does not appear in any sales rep’s Inbox. Assign those conversations, or go back to Shared if your team works from a shared queue.
That is how it works. Personal limits sales reps; the owner and the admins keep seeing all the workspace data.
With Restrict to specific agents turned on, at least one agent must be checked. Eva warns with Select at least one agent for scoped access.

Next steps

Team roles and permissions

Assign conversations in the Inbox