Rules per action, for each role
For each action, choose which chats a role covers: all chats, new unassigned chats, a colleague’s chats or only their own.
Team permissions
Share the work. Not every chat.
A new receptionist needs today’s patients, not every chat you ever had. Decide what each role can see and do on your WhatsApp number.
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- Nora Gil+34 611 482 907+34 ··· ··· ···Can I move my cleaning to Friday?
- Pablo Soto+34 622 190 334+34 ··· ··· ···New patient: do you take my insurance?
- Valeria Ruiz+34 633 751 208+34 ··· ··· ···Here are my X-ray results.2 chats hidden by the Agent rules
- Andrés Castillo+34 644 307 561+34 ··· ··· ···Tooth pain since last night.
Inés is the owner: every chat and every number, always.Tomás leads the front desk: he follows every chat and reassigns them.Luis sees his own patients and the new ones. Phone numbers are hidden from Agents.With the rule off, Luis reads every chat on the number.
What each role needs. Nothing more.
Three roles under the owner: Admin, Supervisor and Agent. You choose what each one can do.
Phone numbers stay with you
Hide customers’ phone numbers from a role. They can still reply in the chat.
The owner can’t be limited
Admins and Supervisors only change the rules of the roles below them.
Rules for each number
Each WhatsApp number has its own rules, so a role can do more on one number than on another.
Groups have their own rules
Choose who can create groups and which group chats each role can see and reply to.
Set it once per role.
Everyone in that role follows the rules on that number, today and every new hire after.
Give everyone a role
Add each person to your team as an Admin, a Supervisor or an Agent. The owner always keeps full access.
Open Permissions
In your WhatsApp number’s settings, open Permissions. Each number has its own rules.
Choose what each role can do
One column per role, one row per action. For each, pick all chats, new unassigned chats, a colleague’s chats or only their own.
Save
The rules apply to everyone in that role on this number. Nothing in your inbox is deleted or moved.
Included in Enterprise.
On every plan, everyone on the team has a role. The plan for larger teams lets you decide what each role can do.
Enterprise9 agents included
$99.90/month
- 10 departments
- Auto-assignment
- Room for more agents
7 days free · No credit card · Cancel anytime
Questions about team permissions
Which plan includes team permissions?
Enterprise, from $99.90 a month. It includes 9 agents. Each extra agent is $14 a month. Every plan starts with a 7-day free trial, with no credit card.
Do I set permissions for each person or for each role?
For each role: Admin, Supervisor and Agent. Everyone in a role gets its rules, so a new hire is set up the moment you give them a role. Each WhatsApp number has its own rules.
Can I create my own roles?
No. There are three roles under the owner: Admin, Supervisor and Agent. You decide what each of them can do.
Can I limit the owner or an Admin?
The account owner always has full access and can’t be limited. The owner sets the Admins’ rules. Admins and Supervisors can only change the rules of the roles below them.
Can I hide customers’ phone numbers?
Yes. Choose whether each role sees phone numbers in every chat, in new unassigned chats, in colleagues’ chats or only in their own. Someone who can’t see the number can still reply in the chat.
Do permissions work in WhatsApp groups?
Yes. Groups have their own rules: who can create groups, and which group chats each role can see, read and reply to.
How do permissions work with departments and auto-assignment?
Departments and auto-assignment decide where a chat goes and who has it. Permissions decide what everyone else can do with it.
Do permissions also limit the API?
Not the read and show rules. They control what the inbox shows: a team member of the number can still reach its chats and messages through the API. Exports, search and file access are checked on our servers. If some people must never reach certain conversations, give those conversations their own WhatsApp number.
What happens to my chats when I change a rule?
Nothing is deleted or moved. A rule only changes what each person can see and do from then on, and you can change it back at any time.
Give your team the chats they need.
One WhatsApp for your team. Customer context and AI help, together.
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