You can manage access for your teammates, limiting which information they have access to. This could be helpful in multiple cases where you would not want your teammates to see your clients contacts or other information.

Follow the steps below to find how you can manage access for your Teammates.

Step 1. Access Team Settings

• Open your ChatDaddy dashboard and hover over the left-side menu and locate “Settings”.

• Within settings, click on the "Team" section.

Step 2. Select Team Member

• You'll see a list of your team members. Tap on Manage Access for the Team member you’d like to change permissions for.

Manage Access Settings

Roles

You may select one of these roles for your teammates, depending on what type of permissions you want to give them:

• Team Owner: Has full control over all team settings and member access.

• Admin: Can access all functionalities but cannot manage the Team Owner role.

• Agent: Can create and access messages using message flows and keyword replies. They can only see chats assigned to them.

• Editor: Can create and edit content (like messages and tags), but cannot delete everything. They also cannot view billing information.

• Viewer: Can view most features. Does not have edit access.

Settings

Apart from the roles, you can also add/remove permissions individually by going to the module and clicking “Expand”

Analytics

VIEW ANALYTICS

• View aggregate metrics about your team - Access to the analytics page

CRM

CONTACT

• Read All contacts - Gives the teammate access to view all contacts. If unchecked, the contact will only be able to view contacts that are assigned to them

• Export Contacts - Gives access to export contacts into a CSV file

• Create Contacts - Allows teammate to have access to create new contacts

• Delete Contacts - Allows teammate to delete contacts

• Update Contacts - Allows teammate to update contact details such as names, tags, assignee, etc.

• Access Contact's Personal Information - Allows teammate to read phone numbers, Email IDs & usernames of your contacts. If unchecked, they will only be able to view these details partially

TAGS

• Read - Allows teammate to view all tags on the team

• Create - Allows teammate to create new tags

• Delete - Allows teammate to delete existing tags

Inbox

CHANNELS

• **Add a Channel **- Allows teammate to add/create new channels(WhatsApp, WABA, SMS, Email, Messenger, etc.)

• Read all available Channels - Allows teammate to view all pre-existing channels

• Delete a Channel - Allows teammate to delete pre-existing channels

• Update a Channel - Allows teammate to connect, disconnect, or change advanced settings for a channel

CHAT

• Access to all Chats - Gives the teammate access to view all chats. If unchecked, the contact will only be able to view chats for contacts that are assigned to them

• Delete Chats - Allows teammate to delete chats. Please note that the entire chat history will be deleted in your regular WhatsApp as well

• Access to AI autocomplete - Access the AI autocomplete prompt in inbox

MESSAGES

• Access to Messages to All - Gives the teammate access to view all messages. If unchecked, the contact will only be able to view messages for contacts that are assigned to them

• Delete Messages - Allows teammate to delete messages. Please note that messages will be deleted for yourself as well as your customers

• Search all Messages - Allows teammate to search messages

• Access Message's Personal Information - Allows teammate to read message content details

GROUPS

• Create - Allows teammate to create groups

• Update - Allows teammate to update group data

NOTES

• Create Notes - Allows teammate to create notes in chats

• Edit Notes - Allows teammate to edit notes in chats

• Delete Notes - Allows teammate to delete notes in chats

Calls

PHONE NUMBER

• Create/Update Phone Numbers - Allows teammate to create/add new phone numbers as well as update their names

• Delete Phone Numbers - Allows teammate to delete pre-existing phone numbers

• Make outgoing calls - Allows teammate to make calls to customers

CALL NOTES

• Read Call Logs Details - Allows teammate to view call notes and play/download call recordings

Automation

BROADCAST

• Read - Allows teammate to read pre-existing broadcasts

• Create - Allows teammate to create new broadcasts

• Delete - Allows teammate to delete old/scheduled broadcasts

• Update - Allows teammate to update broadcast information

KEYWORD REPLY

• Read - Allows teammate to read pre-existing keyword replies

• Create - Allows teammate to create new keyword replies

• Delete - Allows teammate to delete old keyword replies

• Update - Allows teammate to update keyword reply information

MESSAGE FLOWS

• Read - Allows teammate to read pre-existing message flows

• Create - Allows teammate to create new message flows

• Delete - Allows teammate to delete old message flows

• Update - Allows teammate to update message flow information

SHOP NOTIFICATIONS

• Read - Allows teammate to read pre-existing shop notifications

• Create - Allows teammate to create new shop notifications

• Delete - Allows teammate to delete old shop notifications

• Update - Allows teammate to update shop notification information

Tools

EDIT WIDGET BUILDER

• Edit the widget - Allows teammate to edit the widget

COUPON CAMPAIGN

• Read coupon campaigns - Allows teammate to read pre-existing coupon campaigns

• Create coupon campaigns - Allows teammate to create new coupon campaigns

• Delete coupon campaigns - Allows teammate to delete old coupon campaigns

• Update coupon campaigns - Allows teammate to update coupon campaign information