Users and roles
What Owners, Admins and Agents can each do.
Three roles: Owner (everything, including billing and deletion), Admin (everything operational) and Agent (the day-to-day inbox role). Set a role when inviting under Settings, then Users and change it any time.
Every member has one role per organisation. The full matrix:
| Capability | Owner | Admin | Agent |
|---|---|---|---|
| Reply in the inbox | ✓ | ✓ | ✓ |
| Send & schedule campaigns | ✓ | ✓ | No |
| Manage contacts & imports | ✓ | ✓ | ✓ |
| Edit templates, flows & bot | ✓ | ✓ | No |
| Invite & manage users | ✓ | ✓ | No |
| Wallet, billing & invoices | ✓ | ✓ | No |
| API keys & integrations | ✓ | ✓ | No |
| Delete the organisation | ✓ | No | No |
- Owner: full control, including billing and deletion. Every organisation has at least one.
- Admin: everything operational: campaigns, automation, users, wallet.
- Agent: the day-to-day inbox role: chat, assign, tag, manage contacts.
Deactivating someone
Deactivate a user from the Users table to remove access immediately. Their past messages and assignments stay attributed to them; reassign their open conversations so nothing stalls. How to add people: Invite your team.
Common questions
Can there be more than one Owner?
Yes. Any Owner can promote an Admin to Owner. Keep at least two so the organisation is never locked to one person’s account.
Why can’t my agent see the wallet?
By design: wallet, billing, templates and user management are Admin and Owner capabilities. Raise their role if they genuinely need it.
Still stuck?
Raise a ticket or chat on WhatsApp. We typically reply within 24 hours.