Add team members and roles
Invite your staff and decide what each person can see and do.
Invite your staff so several people can answer WhatsApp from the same number. Open Team & routing in the menu. Only the owner and admins can manage the team.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything, including settings, billing and the team |
| Admin | Everything except removing the owner |
| Manager | Sees all chats, reassigns chats and sees reports |
| Agent | Sees their own chats and their teams' queues |
For agents you can also block contact export and campaigns with the tick boxes under Access.
The number of team members depends on your plan. It's shown next to Members.
Invite a teammate
- Under Invite a teammate, enter their name and email.
- Choose their role, and tick the teams they belong to.
- Click Send invite.
They receive an email with a link to set their own password. If the email doesn't arrive, the page shows the invite link so you can send it to them on WhatsApp.
Change or remove a member
Change someone's role, teams or access in their row and click Save. Click Remove to take away their access. Their open chats become unassigned.
Online status
A green dot next to a name means the person is online now. When routing picks someone from a team, it prefers people who are online.