Team and roles
Inviting people, what each role can do, and who can change whom.
A workspace can be answered by your whole team, each person with their own sign-in and a role that decides what they can reach.
The four roles
| Role | Can do |
|---|---|
| Owner | Everything, including billing and admins |
| Admin | Manage the workspace, connect WhatsApp, manage people — but not billing |
| Manager | Inbox, contacts, templates, campaigns, automations, AI Agent |
| Agent | Reply to customers in the inbox |
Owner
One per workspace, the person who created it.
Only the owner can:
- Change the plan or billing. No other role reaches it.
- Invite or manage another admin.
The owner's own role cannot be changed from the team screen — there is always exactly one.
Admin
Runs the workspace day to day. Can connect and reconnect WhatsApp, sync templates with Meta, and invite managers and agents.
An admin cannot invite another admin or change an existing one — "Only the workspace owner can invite another admin." That keeps the top of the hierarchy with the owner.
An admin also cannot see or change billing.
Manager
Everything about the work, nothing about the workspace. Creates and sends campaigns, writes templates, builds automations, configures the AI Agent, manages contacts, works in the inbox.
Cannot invite people, connect WhatsApp or touch billing.
Agent
Answers customers. The inbox and the contacts behind it.
Cannot create campaigns, edit templates or change automations. This is the right role for most of a support team — it removes the possibility of someone accidentally sending a campaign to everybody.
Inviting someone
Settings → Team → Invite a teammate. You need their work email and a role.
They receive a link valid for 7 days. If it expires, send another.
Who can invite whom:
| You are | You can invite |
|---|---|
| Owner | Admin, Manager, Agent |
| Admin | Manager, Agent |
| Manager, Agent | Nobody |
Until they accept, the invitation shows as pending. Pending invitations do not count as active members.
Changing a role
Settings → Team, then change the role on a member.
Two rules:
- The owner cannot be changed here. "The workspace owner cannot be changed here."
- An admin cannot manage another admin. "Only the owner can manage admins."
A role change takes effect immediately — the person does not need to sign out.
Removing someone
Removing a member ends their access at once. Their past messages stay in the conversations, attributed to them, because removing a person should not rewrite history.
Conversations assigned to them stay assigned until somebody reassigns them. Check that after removing anyone who was carrying a queue.
Remove people the day they leave. An account nobody is watching is the one that gets misused.
Team size and your plan
How many people can be in a workspace depends on the plan. When the limit is reached, invitations are refused until a seat frees up or the plan changes.
Pending invitations may count toward the limit — cancel ones that were never accepted.
Choosing roles well
Agent is the right default. Start people there and raise them when they need more.
Few admins. Admin can disconnect WhatsApp. That should be a small number of people who know what it means.
Manager for whoever sends campaigns. The ability to message every customer at once belongs with people who understand what that costs.
Next
- Settings — the workspace details everyone shares
- Plans and billing — the owner's area