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Understanding Different Roles and Permissions

Updated over 2 weeks ago

Summary

This article explains the different roles and permissions available in WATI, a customer communication platform. You learn about the various roles, their corresponding permissions, and how to manage access to different features and screens. Whether you're an administrator, broadcast manager, or contact manager, this guide will help you understand how to navigate WATI's role-based access control.

Instructions

Introduction to Roles

WATI offers a range of roles to help you manage access to different features and screens. Each role is designed to provide a specific set of permissions, allowing you to control what users can see and do within the platform. The following roles are available in WATI:

  • Administrator

  • Broadcast Manager

  • Template Manager

  • Operator

  • Developer

  • Contact Manager

  • Dashboard Viewer

  • Automation Manager

  • Billing Manager

  • Trial

Role-Based Permissions

The following sections outline the permissions associated with each role:

1. Administrator Role

The Administrator role has access to the following menus:

  • Team Inbox

  • Contacts

  • Broadcast

  • Automation

  • Dashboard

  • API Docs

  • Settings

  • User Management

  • Tenants

  • Integration

  • Webhooks

  • Billing

2. Broadcast Manager Role

The Broadcast Manager role has access to the following menu:

  • Broadcast

Note: Broadcast Managers can view all available broadcasts, create new broadcasts, and buy credits.

3. Template Manager Role

The Template Manager role has access to the following menu:

  • Templates

4. Operator Role

The Operator role has access to the following menu:

  • Team Inbox

5. Developer Role

The Developer role has access to the following menus:

  • API Docs

  • Webhooks

6. Contact Manager Role

The Contact Manager role has access to the following menu:

  • Contacts

Note: Contact Managers with the default team will have access to all contacts. Contact Managers can only see contacts under the non-default team(s) they belong to if they are not a member of the default team.

7. Dashboard Viewer Role

The Dashboard Viewer role has access to the following menu:

  • Dashboard

8. Automation Manager Role

The Automation Manager role has access to automation-related features.

9. Billing Manager Role

The Billing Manager role has access to billing-related features.

10. Trial Role

Note: For the TRIAL role, basically can access ALL screens from our WATI. However, some features can only be available after the user completed the payment.

Here's a sneak peek into which features are and aren't available:

  • Available - Team Inbox and Contacts

  • Not Available - Broadcast, Template, Automation, Dashboard, API Docs, Settings, User Management, Tenants, Webhooks, Integration and Billing.

Managing Roles and Permissions

To manage roles and permissions in WATI, follow these steps:

  1. Access User Management: Start by navigating to the "More" option in the menu, then select User Management.

  2. Select the User: Under the Users tab, choose the user(s) whose permissions you'd like to update. Click the three dots (👉 ...) on the right-hand side and select "Edit Role".

  3. Assign or Remove Roles: From there, you can easily assign or remove roles to tailor their access as needed. That's it! You're all set. If you have any questions or need further assistance, feel free to reach out, we're here to help!

Here's a Quick Video Walkthrough

Frequently Asked Questions (FAQs)

General Questions

  1. What is WATI? → WATI is a customer communication platform that allows businesses to manage interactions with customers using WhatsApp.

  2. What are the roles and permissions in WATI? → Roles and permissions in WATI define what features and screens a user can access. Different roles have different levels of access to ensure controlled usage of the platform.

Roles and Access

  1. What roles are available in WATI? → WATI offers the following roles:

    1. Administrator

    2. Broadcast Manager

    3. Template Manager

    4. Operator

    5. Developer

    6. Contact Manager

    7. Dashboard Viewer

    8. Automation Manager

    9. Billing Manager

    10. Trial

  2. What role has the highest level of access? → The Administrator role has the highest level of access, including settings, user management, billing, and API integrations.

  3. Which role can send broadcasts? → The Broadcast Manager role can send broadcasts, view all broadcasts, create new ones, and buy credits.

  4. Can multiple users have the same role? → Yes, multiple users can be assigned the same role to share responsibilities.

  5. Can the Trial role access all features? → The Trial role can access most features, but some, like Broadcast, Automation, API Docs, and Billing, are restricted until payment is completed.

Managing Roles and Permissions

  1. How can I assign a role to a user? → You can assign a role by:

    • Navigating to User Management under the "More" menu.

    • Selecting the user from the list.

    • Clicking the three dots (👉 ...) and choosing Edit Role to assign or remove roles.

  2. Can I change a user's role after assigning it? → Yes, you can update a user's role anytime through User Management.

  3. What happens if I remove a user's role? → The user will lose access to all features and screens associated with that role. You will need to assign a new role for them to regain access.

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