Email Intelligence
Team Permissions
Control how portfolio communications are shared with your team through intelligent permission levels
Overview
Concrete’s permission system gives you control over how your data is shared with your team. Concrete offers three permission levels that balance transparency with privacy.Concrete limits which emails are processed and shared with your team. Content-rich emails follow these permissions. All other emails are totally invisible to your team.
Permission Levels
Metadata
Team sees AI-generated content, subject, dates and participants. Team members cannot:- Directly view email content
- Download or access attachments
- View AI-generated content derived from the entire context of the email
Attachments
Team sees metadata, content from followed links and may download attachments. Team members cannot:- Directly view email body
- View AI-generated content derived from the entire context of the email
- Download email attachments
- View content extracted from email crawling
Full
Team may view emails and download attachments. Full access provides complete transparency:- Direct access to email bodies
- All attachment downloading capabilities
How AI Works with Permissions
Behind the scenes Concrete’s systems always analyze the full email content, attachments, and crawled content to provide accurate, comprehensive answers. Your permission settings control what humans see directly, while AI processing ensures everyone gets safe and accurate intelligence.Example in Practice
When a team member with metadata-level access asks “What were the key metrics in last month’s board update?”:- AI Processing: Analyzes the complete board email, attachments, and any linked documents
- Response Generation: Creates a comprehensive answer based on full context
- Permission Filtering: Delivers the insight without exposing the original email content
- Result: Team member gets accurate, actionable intelligence while respecting privacy boundaries
Setting Team Permissions
For Email Connections
- Go to Settings → Email Accounts
- Find your connected email account
- Click the permission dropdown under Sharing Level
- Select your preferred level: Metadata, Attachments, or Full
- Changes apply immediately to all team members across all content, including historical emails