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Managing Marketplace App Permissions: White Label Agency Control

This article explains how white label agencies can manage which Marketplace apps are available to their sub-accounts. Agencies can allow access to all…

4 min read819 words15 explained imagesUpdated Mon, 14 Sep at 10:05 AM
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On this page
  1. Choose Which Marketplace Apps Sub-Accounts Can Access
  2. Manage App Access
  3. Control Which Apps Sub-Accounts Can Access
  4. Control Marketplace Discovery in Ask AI
  5. Approve Marketplace Apps
  6. Disapproving Apps:
  7. Restrict Marketplace Access to Approved Apps
  8. Effects of Disabling

This article explains how white label agencies can manage which Marketplace apps are available to their sub-accounts. Agencies can allow access to all Marketplace apps or restrict sub-accounts to apps explicitly approved by the agency.

TABLE OF CONTENTS

  • Locating the App Permissions Management:
  • Approving Apps:
  • Disapproving Apps:
  • Bulk Approve/Disapprove Marketplace Apps:

Choose Which Marketplace Apps Sub-Accounts Can Access


Use Show only approved apps to sub-accounts to control whether your sub-accounts can access all Marketplace apps or only apps your agency has approved.
Setting
App availability for sub-accounts
Disabled
All Marketplace apps are available to sub-accounts. This is the default setting.
Enabled
Only Marketplace apps explicitly approved by the agency are available to sub-accounts.
Enable Show only approved apps to sub-accounts when you want your agency to control which Marketplace apps are available to sub-accounts.
Before enabling this setting: Review the current approval statuses in the app list and confirm that the apps you want sub-accounts to access are approved.

Manage App Access

Agency admins can control which Marketplace apps are available to their sub-accounts from one place.

  1. Go to App Marketplace.

  2. Click Settings.

  3. Select Manage App Access.

Control Which Apps Sub-Accounts Can Access (image 1 of 15) What this shows Go to App Marketplace. What this shows Illustrates the "Control Which Apps Sub-Accounts Can Access" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot appears in the "Control Which Apps Sub-Accounts Can Access" section of "Managing Marketplace App Permissions: White Label Agency Control". The text alongside this image reads: Go to App Marketplace. Click Settings. Select Manage App Access. Immediately after, the guide continues: Use Show only approved apps to sub-accounts to control Marketplace app access. Image 1 of 15 Where to goGo to App Marketplace. Click Settings. Select Manage App Access.
Buttons and menus referenced Show only approved apps to sub-accounts
Next stepUse Show only approved apps to sub-accounts to control Marketplace app access.
All 2 steps in this procedure
  1. Disabled: All Marketplace apps are available to sub-accounts.
  2. Enabled: Only apps explicitly approved by the agency are available to sub-accounts.
Control Which Apps Sub-Accounts Can Access

Use Show only approved apps to sub-accounts to control Marketplace app access.

  • Disabled: All Marketplace apps are available to sub-accounts.

  • Enabled: Only apps explicitly approved by the agency are available to sub-accounts.

The setting is disabled by default.

Control Marketplace Discovery in Ask AI

Agency admins can control whether sub-account admins can discover Marketplace apps through Ask AI.

Note: This setting applies only to location admins. Agency admins can always discover marketplace apps in Ask AI.

Configure Ask AI Discoverability

  1. Go to App Marketplace.
  2. Click Settings.
  3. Select Marketplace Visibility.
  4. Locate Ask AI Discoverability.
  5. Enable or disable the setting.

When enabled, sub-account admins can ask Ask AI for apps or integrations and receive relevant Marketplace recommendations.

When disabled, Ask AI does not surface Marketplace app recommendations to sub-account admins.

Agency admins continue to have access to Marketplace discovery.

Existing Marketplace visibility and app-access controls continue to apply.

Control Marketplace Discovery in Ask AI (image 2 of 15) What this shows Existing Marketplace visibility and app-access controls continue to apply. What this shows Illustrates the "Control Marketplace Discovery in Ask AI" section of "Managing Marketplace App Permissions: White Label Agency Control". This animation appears in the "Control Marketplace Discovery in Ask AI" section of "Managing Marketplace App Permissions: White Label Agency Control". The text alongside this image reads: Existing Marketplace visibility and app-access controls continue to apply. Immediately after, the guide continues: You can review and approve Marketplace apps directly from Manage App Access. Image 2 of 15 What this coversExisting Marketplace visibility and app-access controls continue to apply.
Buttons and menus referenced App MarketplaceSettingsMarketplace Visibility.Ask AI DiscoverabilityEnabledisable
Next stepYou can review and approve Marketplace apps directly from Manage App Access.
All 5 steps in this procedure
  1. Go to App Marketplace.
  2. Click Settings.
  3. Select Marketplace Visibility.
  4. Locate Ask AI Discoverability.
  5. Enable or disable the setting.

Approve Marketplace Apps

You can review and approve Marketplace apps directly from Manage App Access.

1. Go to App Marketplace → Settings → Manage App Access.

2. Find the app you want to manage.

3. Review its current approval status.

4. Select Approve.

Use search and filters to find specific apps more quickly.

When Show only approved apps to sub-accounts is enabled, approved apps are available to sub-accounts.

Approve Marketplace Apps (image 3 of 15) What this shows When Show only approved apps to sub-accounts is enabled, approved apps are available to sub-accounts. What this shows Illustrates the "Approve Marketplace Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot appears in the "Approve Marketplace Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". The text alongside this image reads: When Show only approved apps to sub-accounts is enabled, approved apps are available to sub-accounts. Immediately after, the guide continues: Confirm your decision by clicking 'Approve' in the modal window. Image 3 of 15 What this coversWhen Show only approved apps to sub-accounts is enabled, approved apps are available to sub-accounts.
Buttons and menus referenced Manage App Access.
Next stepConfirm your decision by clicking 'Approve' in the modal window.
All 2 steps in this procedure
  1. Click 'approve' on the right top corner.
  2. Confirm the action by selecting 'Approve' in the modal.
  • Confirm your decision by clicking 'Approve' in the modal window.
Approve Marketplace Apps (image 4 of 15) What this shows Confirm your decision by clicking 'Approve' in the modal window. What this shows Illustrates the "Approve Marketplace Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot appears in the "Approve Marketplace Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". The text alongside this image reads: Confirm your decision by clicking 'Approve' in the modal window. Immediately after, the guide continues: Once approved, the apps become visible to sub-account users under their App Marketplace. These users can then view and install them. Image 4 of 15 How to confirmConfirm your decision by clicking 'Approve' in the modal window.
Buttons and menus referenced Manage App Access.
Next stepOnce approved, the apps become visible to sub-account users under their App Marketplace. These users can then view and install them.
All 2 steps in this procedure
  1. Click 'approve' on the right top corner.
  2. Confirm the action by selecting 'Approve' in the modal.
  • Once approved, the apps become visible to sub-account users under their App Marketplace. These users can then view and install them.

For Individual Apps:

  • Navigate to the app details page by clicking on the specific app.
Approve Marketplace Apps (image 5 of 15) What this shows Navigate to the app details page by clicking on the specific app. What this shows Illustrates the "Approve Marketplace Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot appears in the "Approve Marketplace Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". The text alongside this image reads: Navigate to the app details page by clicking on the specific app. Immediately after, the guide continues: Click 'approve' on the right top corner. Confirm the action by selecting 'Approve' in the modal. Image 5 of 15 Where to goNavigate to the app details page by clicking on the specific app.
Buttons and menus referenced Manage App Access.
Next stepClick 'approve' on the right top corner. Confirm the action by selecting 'Approve' in the modal.
All 2 steps in this procedure
  1. Click 'approve' on the right top corner.
  2. Confirm the action by selecting 'Approve' in the modal.
  • Click 'approve' on the right top corner.
  • Confirm the action by selecting 'Approve' in the modal.

Disapproving Apps:

  • Under 'App state', select 'Approved apps'.
Disapproving Apps: (image 6 of 15) What this shows Under 'App state', select 'Approved apps'. What this shows Illustrates the "Disapproving Apps:" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot appears in the "Disapproving Apps:" section of "Managing Marketplace App Permissions: White Label Agency Control". The text alongside this image reads: Under 'App state', select 'Approved apps'. Immediately after, the guide continues: For bulk action, choose the apps you wish to disapprove and click the 'disapprove' button on the right top corner. Image 6 of 15 What to chooseUnder 'App state', select 'Approved apps'. Next stepFor bulk action, choose the apps you wish to disapprove and click the 'disapprove' button on the right top corner.
  • For bulk action, choose the apps you wish to disapprove and click the 'disapprove' button on the right top corner.
Disapproving Apps: (image 7 of 15) What this shows For bulk action, choose the apps you wish to disapprove and click the 'disapprove' button on the right top corner. What this shows Illustrates the "Disapproving Apps:" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot appears in the "Disapproving Apps:" section of "Managing Marketplace App Permissions: White Label Agency Control". The text alongside this image reads: For bulk action, choose the apps you wish to disapprove and click the 'disapprove' button on the right top corner. Immediately after, the guide continues: Confirm your decision by typing 'CONFIRM' in the action box and then click on 'disapprove'. Image 7 of 15 What to chooseFor bulk action, choose the apps you wish to disapprove and click the 'disapprove' button on the right top corner. Next stepConfirm your decision by typing 'CONFIRM' in the action box and then click on 'disapprove'.
  • Confirm your decision by typing 'CONFIRM' in the action box and then click on 'disapprove'.

Disapproving Apps: (image 8 of 15) What this shows Confirm your decision by typing 'CONFIRM' in the action box and then click on 'disapprove'. What this shows Illustrates the "Disapproving Apps:" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot appears in the "Disapproving Apps:" section of "Managing Marketplace App Permissions: White Label Agency Control". The text alongside this image reads: Confirm your decision by typing 'CONFIRM' in the action box and then click on 'disapprove'. Immediately after, the guide continues: The disapproved apps will no longer be visible or installable at the sub-account level. If these apps were previously installed, they will be uninstalled from all associated sub-accounts. This includes any supplementary features, such as…. Image 8 of 15 How to confirmConfirm your decision by typing 'CONFIRM' in the action box and then click on 'disapprove'.
Buttons and menus referenced Installed Apps Visibility by LevelAgency AppsSub-account Apps
Next stepThe disapproved apps will no longer be visible or installable at the sub-account level. If these apps were previously installed, they will be uninstalled from all associated sub-accounts. This includes any supplementary features, such as custom conversation providers, workflow actions, triggers, and more. Disapproved apps can be approved again in the future. However, they won't be automatically reinstalled in sub-accounts where they were previously installed. They need to be manually installed again.
All 3 steps in this procedure
  1. The disapproved apps will no longer be visible or installable at the sub-account level.
  2. If these apps were previously installed, they will be uninstalled from all associated sub-accounts. This includes any supplementary features, such as custom conversation providers, workflow actions, triggers, and more.
  3. Disapproved apps can be approved again in the future. However, they won't be automatically reinstalled in sub-accounts where they were previously installed. They need to be manually installed again.

Effects of Disapproving:

  • The disapproved apps will no longer be visible or installable at the sub-account level.
  • If these apps were previously installed, they will be uninstalled from all associated sub-accounts. This includes any supplementary features, such as custom conversation providers, workflow actions, triggers, and more.
  • Disapproved apps can be approved again in the future. However, they won't be automatically reinstalled in sub-accounts where they were previously installed. They need to be manually installed again.

Installed Apps Visibility by Level

Installed Apps may now separate app visibility into Agency Apps and Sub-account Apps, helping users manage app installations at the correct level based on their access and permissions.

Restrict Marketplace Access to Approved Apps

Agencies can choose whether sub-accounts have access to all Marketplace apps or only apps approved by the agency.

  1. Go to App Marketplace > Settings > Manage App Access.

    Step 1 of 6: Go to App Marketplace > Settings > Manage App Access What this shows Step 1 of 6: Go to App Marketplace > Settings > Manage App Access. What this shows Shows where to go for step 1 of 6 in the "Restrict Marketplace Access to Approved Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot accompanies step 1 of 6 in the "Restrict Marketplace Access to Approved Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". At this point in the walkthrough you go to App Marketplace > Settings > Manage App Access. The navigation path used here is App Marketplace > Settings > Manage App Access. The next step is to locate Show only approved apps to sub-accounts. Step 1 of 6Path: App Marketplace > Settings > Manage App AccessImage 9 of 15 Where to goGo to App Marketplace > Settings > Manage App Access.
    Buttons and menus referenced Show only approved apps to sub-accountsApproveDisapprove
    Next stepLocate Show only approved apps to sub-accounts.
    All 6 steps in this procedure
    1. Go to App Marketplace > Settings > Manage App Access. this image
    2. Locate Show only approved apps to sub-accounts.
    3. Enable the setting to restrict access to approved apps only.
    4. Review the Marketplace app list.
    5. Use Approve or Disapprove to manage access for individual apps.
    6. Use search and filters to find specific apps.
    Step 1 of 6: Go to App Marketplace > Settings > Manage App Access What this shows Step 1 of 6: Go to App Marketplace > Settings > Manage App Access. What this shows Shows where to go for step 1 of 6 in the "Restrict Marketplace Access to Approved Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot accompanies step 1 of 6 in the "Restrict Marketplace Access to Approved Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". At this point in the walkthrough you go to App Marketplace > Settings > Manage App Access. The navigation path used here is App Marketplace > Settings > Manage App Access. The next step is to locate Show only approved apps to sub-accounts. Step 1 of 6Path: App Marketplace > Settings > Manage App AccessImage 10 of 15 Where to goGo to App Marketplace > Settings > Manage App Access.
    Buttons and menus referenced Show only approved apps to sub-accountsApproveDisapprove
    Next stepLocate Show only approved apps to sub-accounts.
    All 6 steps in this procedure
    1. Go to App Marketplace > Settings > Manage App Access. this image
    2. Locate Show only approved apps to sub-accounts.
    3. Enable the setting to restrict access to approved apps only.
    4. Review the Marketplace app list.
    5. Use Approve or Disapprove to manage access for individual apps.
    6. Use search and filters to find specific apps.

  2. Locate Show only approved apps to sub-accounts.
     

    Step 2 of 6: Locate Show only approved apps to sub-accounts What this shows Step 2 of 6: Locate Show only approved apps to sub-accounts. What this shows Shows what this covers for step 2 of 6 in the "Restrict Marketplace Access to Approved Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot accompanies step 2 of 6 in the "Restrict Marketplace Access to Approved Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". At this point in the walkthrough you locate Show only approved apps to sub-accounts. The navigation path used here is App Marketplace > Settings > Manage App Access. The next step is to enable the setting to restrict access to approved apps only. Step 2 of 6Path: App Marketplace > Settings > Manage App AccessImage 11 of 15 What this coversLocate Show only approved apps to sub-accounts.
    Buttons and menus referenced Show only approved apps to sub-accountsApproveDisapprove
    Next stepEnable the setting to restrict access to approved apps only.
    All 6 steps in this procedure
    1. Go to App Marketplace > Settings > Manage App Access.
    2. Locate Show only approved apps to sub-accounts. this image
    3. Enable the setting to restrict access to approved apps only.
    4. Review the Marketplace app list.
    5. Use Approve or Disapprove to manage access for individual apps.
    6. Use search and filters to find specific apps.

  3. Enable the setting to restrict access to approved apps only.

  4. Review the Marketplace app list.

    Step 4 of 6: Review the Marketplace app list What this shows Step 4 of 6: Review the Marketplace app list. What this shows Shows what this covers for step 4 of 6 in the "Restrict Marketplace Access to Approved Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot accompanies step 4 of 6 in the "Restrict Marketplace Access to Approved Apps" section of "Managing Marketplace App Permissions: White Label Agency Control". At this point in the walkthrough you review the Marketplace app list. For context, this section explains: Agencies can choose whether sub-accounts have access to all Marketplace apps or only apps approved by the agency. The navigation path used here is App Marketplace > Settings > Manage App Access. The next step is to use Approve or Disapprove to manage access for individual apps. Step 4 of 6Path: App Marketplace > Settings > Manage App AccessImage 12 of 15 What this coversReview the Marketplace app list.
    Buttons and menus referenced Show only approved apps to sub-accountsApproveDisapprove
    Next stepUse Approve or Disapprove to manage access for individual apps.
    All 6 steps in this procedure
    1. Go to App Marketplace > Settings > Manage App Access.
    2. Locate Show only approved apps to sub-accounts.
    3. Enable the setting to restrict access to approved apps only.
    4. Review the Marketplace app list. this image
    5. Use Approve or Disapprove to manage access for individual apps.
    6. Use search and filters to find specific apps.

  5. Use Approve or Disapprove to manage access for individual apps.

  6. Use search and filters to find specific apps.


Effects of Disabling

  • Sub-accounts can view or install any marketplace apps.
  • This is the default setting.


Re-enabling this Option:

  • Navigate to 'App Marketplace' from the left menu. (Enable from labs if not visible).
  • Click 'Manage App Permissions' on the top right.
  • Click the settings icon on the top right.
  • Select the box 'allow sub-accounts to view and install apps built by 3rd party developers'.
  • Click 'Save'.
Only Marketplace apps explicitly approved by the agency are available to sub-accounts.
Effects of Disabling (image 13 of 15) What this shows Only Marketplace apps explicitly approved by the agency are available to sub-accounts. What this shows Illustrates the "Effects of Disabling" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot appears in the "Effects of Disabling" section of "Managing Marketplace App Permissions: White Label Agency Control". The text alongside this image reads: Only Marketplace apps explicitly approved by the agency are available to sub-accounts. Immediately after, the guide continues: All new public apps will automatically be approved for your sub-accounts. All previously approved apps will become visible and installable at the sub-account level. Disapproved apps will remain in their disapproved status until manually…. Image 13 of 15 What this coversOnly Marketplace apps explicitly approved by the agency are available to sub-accounts. Next stepAll new public apps will automatically be approved for your sub-accounts. All previously approved apps will become visible and installable at the sub-account level. Disapproved apps will remain in their disapproved status until manually approved.
All 2 steps in this procedure
  1. Sub-accounts can view or install any marketplace apps.
  2. This is the default setting.


Effects of Disabling (image 14 of 15) What this shows Only Marketplace apps explicitly approved by the agency are available to sub-accounts. What this shows Illustrates the "Effects of Disabling" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot appears in the "Effects of Disabling" section of "Managing Marketplace App Permissions: White Label Agency Control". The text alongside this image reads: Only Marketplace apps explicitly approved by the agency are available to sub-accounts. Immediately after, the guide continues: All new public apps will automatically be approved for your sub-accounts. All previously approved apps will become visible and installable at the sub-account level. Disapproved apps will remain in their disapproved status until manually…. Image 14 of 15 What this coversOnly Marketplace apps explicitly approved by the agency are available to sub-accounts. Next stepAll new public apps will automatically be approved for your sub-accounts. All previously approved apps will become visible and installable at the sub-account level. Disapproved apps will remain in their disapproved status until manually approved.
All 3 steps in this procedure
  1. All new public apps will automatically be approved for your sub-accounts.
  2. All previously approved apps will become visible and installable at the sub-account level.
  3. Disapproved apps will remain in their disapproved status until manually approved.

Effects of Re-enabling:

  • All new public apps will automatically be approved for your sub-accounts.
  • All previously approved apps will become visible and installable at the sub-account level.
  • Disapproved apps will remain in their disapproved status until manually approved.
Effects of Disabling (image 15 of 15) What this shows All new public apps will automatically be approved for your sub-accounts. What this shows Illustrates the "Effects of Disabling" section of "Managing Marketplace App Permissions: White Label Agency Control". This screenshot appears in the "Effects of Disabling" section of "Managing Marketplace App Permissions: White Label Agency Control". The text alongside this image reads: All new public apps will automatically be approved for your sub-accounts. All previously approved apps will become visible and installable at the sub-account level. Disapproved apps will remain in their disapproved status until manually approved. Image 15 of 15 What this coversAll new public apps will automatically be approved for your sub-accounts. All previously approved apps will become visible and installable at the sub-account level. Disapproved apps will remain in their disapproved status until manually approved.
All 3 steps in this procedure
  1. All new public apps will automatically be approved for your sub-accounts.
  2. All previously approved apps will become visible and installable at the sub-account level.
  3. Disapproved apps will remain in their disapproved status until manually approved.

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