User Roles & Permissions
In Wapiio, each team member is assigned a User Access Role that specifies what they can view, manage, and configure. Granular access controls allow you to fine-tune permissions even further.
Access roles
Owner
- Full control over the account and all workspaces. - Can manage billing, team members, settings, and everything else. - Typically the account creator.
Administrator
- Can access and manage everything like the Owner. - Has permission to update subscription and billing settings. - Ideal for managers or leads.
Staff
- Can use core features like chats, automations, CRM, etc. - Cannot update billing, manage subscriptions, or modify admin-level settings. - Can be limited further using Granular Access options.
Granular Access
When you assign a role, you can enable additional restrictions.
No Application Access prevents login but keeps the account active.
No access to the Report Module - analytics and reports are hidden.
Mask Contact Phone Numbers - This feature displays masked phone numbers in conversations and contact lists.
These options are ideal for onboarding support personnel with limited visibility.
Workspace assignment
To access and interact with the system, each team member must be assigned at least one Workspace. This allows isolated teams or departments to function independently within their scope.
Need Assistance?
Contact our support team at any time; we're here to ensure a smooth connection. support@wapiio.io
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