Users and Teams
Manage user accounts. Invite team members, assign roles, and control user permissions. This menu is only visible and editable to Admins.
Default Role Functional Permissions
The table below outlines user roles and their permissions.
| Role | Description |
|---|---|
Admin (Account Management) | Has access to all features |
Operator (Operations) | Operations personnel cannot see the "Contact", "Chatbot", "Integration", "Developers", "Account settings" menus |
Developer | Developers cannot see the "Account settings" menu |
Inbox Manager | Inbox Managers cannot see the "Developers", "Account settings" menus |
Service | Service personnel can only see "Inbox", and can view conversation messages for all WhatsApp numbers associated with the account |
Sale | Sales can see "Inbox", "Contact", and can only view conversation messages assigned to them or belonging to them |
Inviting Users
To add users to your account, follow these steps:
Click on the "Account Avatar" in the bottom left, then select Settings > Users and teams > Users and click the "Invite user" button on the page.
Fill in the basic information of the member to be invited and click the "Add" button. The system will send an activation email to the member's email.
Team members accept the invitation
Members find the corresponding activation email and click the "Activate Account" button to accept the invitation and complete the account activation.
PS: If the member's status is pending for a long time or if they have not received the invitation email, you can click the "Resend" button.
Deleting Users
Click the "Remove" button corresponding to the user row to permanently remove the user.
Editing Users
Modify user role
Click the edit button in the operation area, and in the pop-up window, you can modify the role and team corresponding to the user. The user's email cannot be modified. After making the changes, click Edit.
Set Reception Capacity In the operation area, click on Agent capacity to set the reception limit. Once the reception limit is set, if the number of ongoing conversations for a user has reached the specified limit, new conversations will not be automatically assigned to that user and will instead move to the Unassigned.
Transferring Ownership
The Admin Owner identity cannot be deleted, but due to job changes, when it is necessary to transfer the Admin Owner identity of the account, the following operations can be performed:
The operation needs to be performed by the Admin Owner himself, click the "Transfer Ownership" button in the operation area of the object to be transferred.
Click confirm in the pop-up window.
Your identity will become Admin, and then you can follow the instructions for deleting users to delete the user.
Enabling 2FA for All Members
To better protect account security, if users have not enabled 2FA, the account administrator can set the 2FA verification switch to require all members to perform 2FA verification when logging into the enterprise account.
Creating Teams
To add users to your account, follow these steps:
Click on the "Account Avatar" in the bottom left, then select Settings > Users and teams > Teams and click the "Add a team" button on the page.
Fill in the team name in the pop-up window and add relevant users.
Edit the team or delete it through the buttons in the operation column.
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