Switch workspace data visibility between Shared and Personal, or restrict a teammate to certain agents, without touching their permissions.
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.
The Data Visibility card has two options, and it affects the whole workspace at once.
Shared
Personal
What a sales rep sees
All data
Only what is assigned to them
What the owner and admins see
All data
All data
With Personal, each sales rep sees:
Inbox — only assigned conversations.
Contacts — only assigned contacts.
Pipelines — only assigned opportunities.
Calendars — only their own events.
Dashboard — only their metrics.
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 even when they are not the assignee. It opens read-only, with no way to
reply.
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.
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.
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.
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.
A sales rep still sees conversations that are not theirs
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.
I switched to Personal and now nobody sees new conversations
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.
My admins still see everything
That is how it works. Personal limits sales reps; the owner and the admins keep seeing all
the workspace data.
It will not let me save the agent restriction
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.
