Team & permissions
Manage your team under Settings → Users.
| Role | Typical use | Sees |
|---|---|---|
| User | Managers and admins | Everything their permissions allow |
| Agent | Support and sales staff | Contacts, Chat and Campaigns |
Invite a teammate
Section titled “Invite a teammate”- Click Invite User.
- Enter their Full Name, Email Address and Phone Number, and choose a User Role.
- Click Continue to Permissions, then choose what they can access (see below).
- Click Invite. They’ll get a link to finish signing up.
If you’d rather set a password for them yourself, use Add User instead.
Permissions
Section titled “Permissions”Open a user and go to the Permissions tab:
- Channel Access: choose which WhatsApp numbers, Instagram accounts and Pages they can use.
- Access Control Permissions: turn individual areas on or off, such as Contacts, Campaigns, Templates, Workflows, AI bots, Integrations, Pricing and Webhooks.
- Chat has detailed options: sending messages, viewing chat history, deleting history, using templates, quick replies, flows, the catalog, payments and AI rewrite.
Click Save Permissions when you’re done, or Reset All to start over.
Your profile
Section titled “Your profile”Click your avatar and choose Edit Profile to change your photo, name, email and phone number. Your password is on a separate tab.
If you belong to more than one Wabot account, use Choose account in the same menu to switch.