Roles and what each one can do
The five built-in roles, and what “own conversations only” really means.
Every teammate has a role in your workspace. Roles are enforced on the server, not just by hiding buttons, so a role can never do more than it says by going around the interface.
| Role | What they can do |
|---|---|
| Tenant Admin | Full access, including team, billing and WhatsApp settings. |
| Manager | Runs campaigns and the inbox; sees analytics. No billing or settings. |
| Team Lead | Manages the inbox and assignments for their team. |
| Telecaller | Works the inbox — their own conversations only. |
| Analyst | Read-only: reports and performance, no sending. |
“Own conversations only” is literal. A Telecaller can open the chats assigned to them and nothing else — not a colleague’s chat, and not the workspace-wide list. The same applies to their analytics: they see their own numbers.
You can also create custom roles if the five built-in ones do not fit.
Adding people
Settings → Team → “Invite teammate” sends an invite link that is valid for seven days. The seat counter shows how many of your plan’s team members are in use; a bigger plan raises it. Suspending someone keeps their history and stops them signing in.
More in Inbox and team
- The shared inbox and the 24-hour window — How chats reach an agent, what the 24-hour rule means, and when you must use a template.