User, Teams, and Roles

In WooChat, user access and operational capabilities are managed through a structured system of roles and permissions. The platform provides three default roles:

1. Member: The basic access level for regular users.

2. Owner: The highest access level, providing complete control over the platform and its settings.

3. Admin: A middle ground between Member and Owner, offering significant rights but not full control.

These roles come with predetermined and fixed permissions to ensure consistency across the platform. However, WooChat also supports the creation of custom roles to better meet the needs of different businesses.

Feature Permissions for Default Roles

This table outlines the access permissions for various WooChat features according to the user roles: Owner, Admin, and Member.

Role	Role Description
Owners	have full access to all features, including managing the home screen, conversations, contacts, companies, bots, broadcasts, configurations, the dashboard, canned responses, message tracking, field collections, tags, WhatsApp channels, webhooks, API keys, activity logs, account details, and subscription management (if applicable).
Admins	share most of the Owner's privileges but may not have access to certain critical functionalities like modifying account details or subscription plans (depending on the setup). They can typically manage the home screen, conversations, contacts, companies, bots, broadcasts, configurations, the dashboard, canned responses, message tracking, field collections, tags, WhatsApp channels, webhooks, API keys, and activity logs.
Members	generally have the most limited access and may be restricted from viewing or modifying core settings. Their access might include functionalities related to conversations, contacts (potentially with limited editing capabilities), and possibly some basic features like field collections and tags.

Add Users

To add a new user to your WooChat account, follow these steps:

1. Go to Users & Roles in your profile.

2. Click on +Add user.

3. In the pop-up that appears, enter the user's details, including their name, email address, and role. You can also assign them to specific channels.

4. Click Invite. The user will receive an invitation notification via the email address you provided.

Delete User

Create a Team

To create a team in your Account, follow the below steps:

1. Go to Users & Roles in your profile.

2. Switch to Teams Tab.

3. Click on '+ Create Team'. A pop-up will appear.

4. Enter the name of the Team.

5. To map the users to the Team, click on the three dots beside the create team.

6. Click on 'Map Member to the Team'. A side pop-up will open up for you to search and add the users to the Team.