Access levels
Each Intercom account has an access level: Read-only, Read + write, and Full access. Squad refuses any teammate action outside that level. You can also narrow or block single teammates under One teammate at a time.What teammates can do at each level
Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the teammate searches for the matching action. Each action shows its name, a one-line description where the Intercom action catalog has one, and its slug. The slug is the ID that teammates use when they call the action.Read-only
Read-only
- View and search articles
- View and manage companies
- View and search contacts
- View segments
- View and manage admins
- View calls
- View and search conversations
- View notes
- View types
- View collections
- View and manage jobs
- View macros
Admins (3)
Admins (3)
Articles (6)
Articles (6)
Attributes (1)
Attributes (1)
Calls (3)
Calls (3)
Collections (2)
Collections (2)
Companies (5)
Companies (5)
Contacts (5)
Contacts (5)
Content (2)
Content (2)
Conversations (3)
Conversations (3)
Events (1)
Events (1)
Exports (1)
Exports (1)
Items (1)
Items (1)
Jobs (2)
Jobs (2)
Logs (1)
Logs (1)
Macros (2)
Macros (2)
Notes (3)
Notes (3)
Objects (1)
Objects (1)
Pages (2)
Pages (2)
Sections (1)
Sections (1)
Segments (4)
Segments (4)
Subscriptions (1)
Subscriptions (1)
Teams (2)
Teams (2)
Tickets (3)
Tickets (3)
Transcripts (1)
Transcripts (1)
Types (3)
Types (3)
Visitors (1)
Visitors (1)
Other actions (4)
Other actions (4)
Read + write (recommended)
Read + write (recommended)
- Create, update, and archive contacts
- Create and update conversations
- Update tags
- Create, update, and send tickets
- Create and update articles
- Create and cancel exports
- Create calls
- Update companies
- Create notes
Articles (2)
Articles (2)
Calls (1)
Calls (1)
Companies (2)
Companies (2)
Contacts (9)
Contacts (9)
Conversations (5)
Conversations (5)
Exports (2)
Exports (2)
Notes (1)
Notes (1)
Tickets (4)
Tickets (4)
Full access
Full access
- Create and update attributes
- Create, update, and delete collections
- Create, update, and delete pages
- Update admins
- Delete articles
- Create and manage events
- Create and delete tags
- Create and update types
- Delete companies
- Delete contacts
- Update leads
- Create sections
Admins (2)
Admins (2)
Articles (4)
Articles (4)
Attributes (4)
Attributes (4)
Collections (3)
Collections (3)
Companies (1)
Companies (1)
Contacts (2)
Contacts (2)
Content (3)
Content (3)
Events (2)
Events (2)
Leads (1)
Leads (1)
Pages (3)
Pages (3)
Sections (1)
Sections (1)
Subscriptions (2)
Subscriptions (2)
Tickets (1)
Tickets (1)
Types (2)
Types (2)
Visitors (1)
Visitors (1)
Connect Intercom
Before you start:- You need an Intercom account that you can sign in to.
- Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.
Open Apps
Add an integration
Find Intercom
Choose an access level
Choose who may use it
Click Connect Intercom
Sign in to Intercom
Change the access level
- Under Your connections, find the Intercom account.
- Click the access level on the account row, or open the account menu (⋯) and click Manage scope. Both open the same window.
- Under What every teammate can do, choose the new level.
- Click Save access.
Set access for one teammate
Every teammate uses the account’s level unless you set something else for it. You can narrow one teammate to a lower level, or block it. Only you and your Administrators see One teammate at a time. The window says “Each teammate can do what’s set above unless you choose otherwise here. A change applies from their next use of it.”- Under Your connections, open the account menu (⋯) on the Intercom account.
- Click Manage scope.
- Under One teammate at a time, find the teammate.
- Choose Default (level name) to follow the account’s level, choose any level of the app, or choose No access.
- Click Save access.
Use more than one Intercom account
Click + Account on the Intercom card to connect another account. Teammates try the main account first unless they are asked to use a specific one. When other people are in your squad, a person’s own accounts come before shared accounts.- After you click + Account, follow the connect steps above.
- Each account has its own access level.
- The first account you connect becomes the main account. Its row shows Main account.
- To change the main account, open the account menu (⋯) and click Make it the main account. Only you and the Administrators who can see every teammate can do this.
- To tell accounts apart, open the account menu (⋯) and click Rename.
- Each account is private to the person who connected it unless that person shares it. When other people are in your squad, connecting an account asks whether to share it with everyone. See Who can use an account.
Reconnect or disconnect
Reconnect when the connection has expired, or when you need to change what the account can reach on the Intercom side:- Open the account menu (⋯) and click Reconnect.
- Click Reauthorize on Intercom.
- Sign in to Intercom and approve the request.
Costs
Intercom actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.Troubleshooting
A teammate reports that an action is not allowed on this account.- Cause: the action is outside the account’s access level, or outside the level you set for that teammate.
- Fix: choose a higher level in Manage scope. You or an Administrator can also change the teammate’s row under One teammate at a time.
- Cause: the teammate is set to No access under One teammate at a time, or the account is not connected.
- Fix: you or an Administrator opens Manage scope and changes the teammate’s row. If the account is missing, connect it again.
- Cause: your Squad subscription is not active.
- Fix: the owner fixes the subscription on the lock screen: Update card after a failed payment, or Subscribe again after it ended. See Use the lock screen.
- Cause: the sign-in for that account is no longer valid.
- Fix: click Reconnect on the account row, or open the account menu (⋯) and click Reconnect.
Common questions
Can I limit what teammates can do in Intercom?
Can I limit what teammates can do in Intercom?
Can I connect more than one Intercom account?
Can I connect more than one Intercom account?
How do I disconnect Intercom?
How do I disconnect Intercom?