How To Create Role And Permissions For Team Members ?
Creating User Roles
- Navigate to Workspace settings > Roles and permissions > Add new user role.
- 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.
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