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 with an Inbox-enabled role
  • 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: your role does not include Inbox access, or no channel has been connected yet. Ask a Super Admin to check both.


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.
  • Access to Inbox is a separate per-user permission. Without it the Inbox is hidden entirely, whatever the role says.

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

Permissions affect more than visibility. Depending on your role you may or may not be able to:

  • Assign or reassign tickets to other people
  • Close and reopen tickets
  • Flag a contact as spam, or block them
  • Export conversation history
  • Edit contact details
  • Change Inbox settings and automation rules

These are configured under Users and Teams, not in the Inbox itself.


Troubleshooting

SymptomLikely causeWhat to do
Inbox is missing from the sidebarRole does not include Inbox accessAsk a Super Admin to update your role
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

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