Team & roles
Add teammates and control exactly what each one can see and do.
The three roles
| Role | Can do | Cannot do |
|---|---|---|
| Admin | Everything — contacts, templates, campaigns, inbox (all conversations), chatbot, CRM triggers, team management, number connection, billing. | — |
| Manager | Contacts, templates, campaigns, the full inbox, chatbot. | Manage the team; change the WhatsApp number connection; (billing is admin-only). |
| Staff | The inbox only — and only conversations assigned to them. | See other agents' conversations; contacts, templates, campaigns, settings. |
The Automation and Setup sidebar sections are hidden entirely for non-admins — CRM triggers, team, connection and billing simply don't appear.
Adding a teammate
Open Team → Add a teammate
Sidebar → 👥 Team (admin only).
Fill in their details
Username and password (min 6 chars) are required. Email is optional and, if set, also works as a login.
Pick a role
Choose Staff, Manager or Admin per the table above. Start people at the least access they need.
Add, then manage
👥 Add Teammate. From All teammates you can later edit their role, reset their password, or deactivate them. The table also shows each person's last login.
Assigning work to staff
Since staff only see their own conversations, someone (an admin/manager, a CRM trigger, or the staff member's own Claim) has to assign each thread. Set the Assign dropdown in the Inbox thread header.