Team roles and permissions

The three roles

👑 Owner

• Full permissions over everything
• The only one who can:
  • Delete the account
  • Change the primary email
  • Manage billing
  • Invite and remove admins
• There is only one owner per account (company)

🛠 Admin

• Manages users (adds and removes agents)
• Manages templates and campaigns
• Connects WhatsApp accounts
• Manages contacts
• Cannot: change billing, delete the account

💼 Agent

• Uses the inbox to reply to customers
• Views templates and campaigns (read-only)
• Cannot: create campaigns, edit templates, manage contacts

Inviting a new team member

1. Go to Team
2. + Invite member:
   • Email (they'll receive an invite link)
   • Role (Admin / Agent)
3. We'll send them a welcome email containing:
   • A link to set their password
   • Their sign-in details
4. As soon as they accept the invite, they appear in the list

Changing a member's role

• Go to Team
• Click the user → Edit role
• Choose the new role → Save

Removing a member

• Click the user → Remove from team
• Their data (the messages they wrote) remains saved under their name
• They lose access immediately after removal

For anyone asking: what's the difference between Owner and Admin?

Best practices

• Don't share the Owner account — create separate users
• Use Admin for the site manager
• Use Agent for support/reply staff
• Review the team list periodically and remove anyone who no longer needs access

Common issues

"The agent can't see the campaigns"

That's normal — Agents have read-only access to campaigns. Change their role to Admin if they need to create them.

"The owner has left us — how do we transfer ownership?"

Contact support at [email protected] — we need to verify your identity and the new owner before completing the transfer.