Who Can See a Customer Interaction in Kickscale?

👥 Who Can See a Customer Interaction?

1. Meeting Participants

Only users who actively participated in a meeting can see the corresponding customer interaction.

This includes:

Users who joined the meeting live
Users who were detected as speakers

❗️Important: Being on the calendar invite alone is not enough to gain access.

2. Admins

Workspace admins can get access to customer interactions if the visibility of the customer interaction is set to Me & admins.

The owner of the Meeting can change its visibility. They can change the visibility to:

Me & Admins
Only Me & Participants

3. Meeting shares

A customer interaction can be shared within the workspace, granting other users or teams access to the interaction.

Additionally, entire companies can be shared with users or teams, which will then have access to all interactions with that company. You can check who an interaction has been shared by clicking "Share" and then select the "Share in Workspace" tab.

Share Conversation Dialog, showing "Users with access", "Teams with access" and "Access through company"

4. Company owners

When you have set a company owner in your CRM system, this person can also access all interactions (that are not set to "Private") with that company in Kickscale. This is also shown in the above mentioned view for transparency.

💡 Tips & Best Practices

Always assign speakers after a call if they were not detected automatically.

🛠️ Troubleshooting

Can’t see a customer interaction although you participated?

Check with the meeting owner if you’ve been correctly assigned as a speaker.
Reach out to support@kickscale.com if you are the owner and can't see the meeting.

Need help? Reach out to us at support@kickscale.com — we’re happy to assist!