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)
- Click Save to apply the role permissions.