Owner
The business owner — one per account. Full access to everything, including billing, WhatsApp settings, and team management.
Admin
A trusted manager or operations lead. Full access except billing and WhatsApp number settings.
Manager
A team lead who handles customers and pipeline. Access to Inbox, Contacts, Segments, and Pipeline — no templates or campaigns.
Agent
A customer support or sales executive. Access to Inbox, Dashboard, and Help only.
Permissions by section
| Section | Owner | Admin | Manager | Agent |
|---|---|---|---|---|
| Dashboard | ✓ | ✓ | ✓ | ✓ |
| Inbox | ✓ | ✓ | ✓ | ✓ |
| Contacts | ✓ | ✓ | ✓ | — |
| Segments | ✓ | ✓ | ✓ | — |
| Pipeline | ✓ | ✓ | ✓ | — |
| Templates | ✓ | ✓ | — | — |
| Flows | ✓ | ✓ | — | — |
| Campaigns | ✓ | ✓ | — | — |
| AI Agents | ✓ | ✓ | — | — |
| Knowledge Base | ✓ | ✓ | — | — |
| Settings | ✓ | ✓ | — | — |
| Help | ✓ | ✓ | ✓ | ✓ |