Your whole team in one workspace, with the right access
Invite colleagues, give administrators full control and agents just what they need, and keep each agent’s customers private to them when it matters.
Sharing one login is a security risk, and so is giving everyone everything
When the whole team shares an account, you cannot tell who did what, and everyone can see and change everything, from billing to every customer’s conversations.
In Peikly every person has their own account, their own role and their own access.
Set up your team
Invite them
Enter a name, an email address and a role. They receive an invitation to set their password.
Choose what they can do
Give each agent access to the channels and tools they work with.
Choose who they can see
Let them see every contact, or only the contacts assigned to them.
Control without the complexity
Two clear roles
Company administrators manage channels, billing, users and settings; team members work with contacts, conversations and campaigns.
Contact-level access
Restrict a user to the contacts assigned to them, for agent privacy or data separation.
Tool-by-tool permissions
Decide per user who can chat on WhatsApp, use email, manage templates and campaigns, or publish on social media.
Private mailboxes
Each person's email inbox is visible only to the user it is assigned to.
Activity log
See each user's recent actions, such as sign-ins, contact edits and campaign sends.
Clean offboarding
Deactivate a user without losing their history, and reassign their contacts first.
Availability
Team members and access control are included in Peikly plans for teams; the number of users depends on your plan. See our pricing for details.
Team Roles and Access: frequently asked questions
How do I add a colleague?
A company administrator opens User Management, enters the colleague’s name, email and role, and Peikly sends them an invitation.
Can an agent see other agents' customers?
Only if you allow it. Set the user’s data access to Restricted, and they see only the contacts assigned to them.
What happens to a user's contacts when they leave?
Reassign their contacts to someone else, then deactivate the user. Their history stays in Peikly.
Works well with
Contact Management
One contact list for every channel, with full history, smart filters, bulk actions and easy import.
Notes, Tasks and Reminders
Notes on every contact, reminders when it is time to follow up, and messages scheduled to send themselves.
Ready to bring your marketing into one place?
Create your Peikly account in minutes and connect your first channel today.