Team Roles & Permissions

Every team member is either an Admin or a Member. Roles decide who manages the workspace; rights decide what a Member can view or edit.

Roles

Admin

• Full access to every feature and every conversation
• Manages team members, departments and rights
• Manages billing, WhatsApp connections, API keys, webhooks and integrations
• The person who created the workspace is the owner: they can transfer ownership but cannot be demoted or removed

Member

• Sees and replies to conversations assigned to them
• Creates and updates contacts, deals, tasks, and sales pipeline stages
• Blocked from deleting contacts/deals, merging duplicates, CSV imports, and pipeline restructuring
• Cannot open team, billing, WhatsApp, API key or integration settings

Read-Only (Viewer)

• Read-only access across contacts, deals, tasks, timeline activities, and reporting dashboards
• Blocked from any write, create, update, or delete operations (returns HTTP 403 Forbidden)
• Ideal for auditors, executive leadership, or external stakeholders who only require visibility

Rights: View and Edit

Each module (Inbox, Contacts, Campaigns, Templates, Automations, Flows, Analytics) has a separate View and Edit right, and Edit needs View. By default a Member can view and edit everything except Analytics, which is view-only. Three actions are off until an Admin allows them because they cost money or are hard to undo: sending or scheduling campaigns, exporting contacts and campaign logs and bulk deleting contacts.

Departments

Create departments under Settings → Team members → Departments, set their rights once, and put members in them. A member's own override (the shield button on the Members tab) always wins over their department, and a department wins over the default. Each right can be set to Inherit, Allow or Deny.

Best Practices

• Keep the number of Admins small
• Use departments for groups of people and overrides only for exceptions
• Review members periodically and remove people who have left