RateUp Documentation
Inbox

Accessing the Inbox

Open the Inbox from the RateUp dashboard, and understand who can see which conversations.

Before you can work on tickets, you need access to the Inbox. This page covers where to find it, what has to be connected, and what each role is allowed to see.


Before You Start

You need:

  • A RateUp account in a team with the Inbox feature — Admins and Super Admins always have it
  • At least one connected channel — a WhatsApp Business number or an Instagram account
  • Membership of at least one team, if your organisation routes tickets by team

If the Inbox is missing from your sidebar, it is almost always one of two things: none of your teams has the Inbox feature, or no channel has been connected yet. Ask a Super Admin to check both under Teams and Channels.


Open the Inbox

Log in to your RateUp account.

If you have not set a password yet, see Login.

In the left sidebar, click Inbox.

The Inbox opens on the Open view, showing every active ticket you have access to.

Opening the Inbox from the sidebar

The Inbox is reachable from anywhere in RateUp using the sidebar, and the sidebar counts update as new messages arrive.


Who Can Access the Inbox

RateUp has three roles, set per user under Users:

RoleWhat they see
Super AdminEvery ticket on every channel — channel scoping does not apply to them
AdminTickets on the channels their teams grant
StaffThe same channel scope, and less of the assigned work (see below)

Two things narrow this further:

  • Channel access comes from teams. A user's channels are the union of those granted to the teams they belong to. A user in no team is not restricted — they see every channel. See Teams.
  • The Inbox itself comes from teams too. A Staff user sees it only if one of their teams has the Inbox feature under Feature Access.

Whether Staff see tickets assigned to other people is an organisation-level setting, not a per-user one. It has three states — everyone, team members only, or admins only — and under admins only a Staff user sees none of the assigned tickets in shared views.


What Your Role Controls

Inside a ticket you can see, most actions — replying, assigning, closing, reopening, spam, blocking, exporting — are open to everyone. A few are fixed by role:

ActionWho
Delete conversation, singly or in bulkAdmins and Super Admins
Inbox Settings — tags, labels, quick replies, auto-closeAnyone who can open Inbox → Settings; see Inbox Settings
Channels, teams and who sees whatConfigured under Teams and Channels, not in the Inbox

Troubleshooting

SymptomLikely causeWhat to do
Inbox is missing from the sidebarNone of your teams has the Inbox featureAsk a Super Admin to turn it on under Teams
Inbox opens but is emptyNo channel connected, or no tickets match your permissionsCheck the All view; ask an admin to confirm the channel is live
You can read but not replyThe ticket is unassigned, or closedAssign it to yourself, or reopen it
You cannot see a colleague's ticketIt belongs to a team you are not inAsk an admin to assign it to you or your team
Delete conversation is missingYou are StaffAsk an Admin or Super Admin
New is empty but customers are waitingNew only holds unassigned tickets from the last 24 hoursCheck Open for older unassigned tickets

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