Create Role And Permissions For Team Members ?

Creating User Roles #

1. Navigate to Workspace settings > Roles and permissions > Add new user role.
2. 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.