Roles and permissions

1 min read

Summary

Owner, Manager and Receptionist: what each role can see and change.

Owner: everything, including team members, billing and the WhatsApp connection. The person who created the account is always the owner.
Manager: inbox, bookings, staff, services, FAQs, reply flows, templates and analytics. No billing or team changes.
Receptionist: inbox, customers, bookings and the waitlist.

Everyone: Home, Conversations, Bookings and Settings → Account.
Managers and owners also: Analytics, Business info, Reply flows, Message templates, the Staff tab in Bookings, and Settings → Usage & limits, AI credits and Booking rules.
Owner only: Connect WhatsApp, Plans, and Settings → Users & roles and Billing.
Only managers and owners can switch auto-replies on or off for the whole business.

The full list is under Settings → Users & roles → Roles.

A screen says Not part of your role.: Your role does not include that screen. Ask the owner to change your role if you need it.
"Your role does not include this. Ask a manager or the owner.": The action needs a higher role. A manager or the owner can do it for you.

Invite a team member

Create an invitation link for a colleague's WhatsApp number and send it to them yourself.

Change a role, log someone out or remove a member

Look after the people who can log in to your business.

Still need help?

Search the FAQs or contact our team by email or phone.