How To Create Role And Permissions For Team Members ?

Creating User Roles

1. Navigate to Workspace settings > Roles and permissions > Add new user role.

2. Name the role (e.g., "Manager") and grant access to various subsections:

   • WABA

   • WhatsApp API

   • CRM

   • Live Chat

   Note: By default, chat operators only see chats assigned to them.

   • To hide customer mobile numbers and identifiers, ensure the "Identifier" permission is not given.

   • To automatically add the chat operator's name to messages, enable the "Send chat operator name" option.

   For a Manager role, consider granting access to:

   • All contacts

   • Unassigned chats

   • New chats

   • All chats (assigned and unassigned)

   Additionally you can provide access to Automations Builder, Bot Builder and E-commerce (based on specific requirements)

3. Click Save to apply the role permissions.