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, campaign manager, or contact manager, this guide will help you understand how to navigate Wati's role-based access control.
Note: Broadcasts are now Campaigns – same powerful features, updated name!
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
Campaign 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
Campaign
Automation
Dashboard
API Docs
Settings
User Management
Tenants
Integration
Webhooks
Billing
2. Campaign Manager Role
The Campaign Manager role has access to the following menu:
Campaign
Note: Campaign Managers can view all available campaigns, create new campaigns, 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 - Campaign, 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:
Access User Management: Start by navigating to the "More" option in the menu, then select User Management.
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 User".
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!
Frequently Asked Questions (FAQs)
General questions
1. What are roles in Wati?
Roles define what a user can see and do in Wati by controlling access to specific features and screens.
2. Why does Wati use role-based permissions?
Role-based permissions help you manage access securely, ensuring users only have access to the tools they need for their responsibilities.
Roles and access
3. What permissions does an Administrator have?
An Administrator has full access to all major menus, including Team Inbox, Contacts, Campaigns, Automation, Dashboard, Settings, User Management, Integrations, Webhooks, API Docs, and Billing.
4. What can a Campaign Manager do?
A Campaign Manager can access the Campaign menu to view all campaigns, create new campaigns, and buy credits.
5. What is the difference between a Template Manager and a Campaign Manager?
A Template Manager can only access and manage Templates, while a Campaign Manager focuses on creating and managing campaigns.
6. What access does an Operator have?
An Operator can only access the Team Inbox to manage and respond to customer conversations.
7. What is the purpose of the Developer role?
The Developer role provides access to API Docs and Webhooks for technical integrations.
8. How does the Contact Manager role work?
A Contact Manager can access Contacts. They can see all contacts if they belong to the default team, or only team-specific contacts if they are part of non-default teams.
9. What can Dashboard Viewer, Automation Manager, and Billing Manager roles access?
Dashboard Viewers can only access the Dashboard, Automation Managers can manage automation-related features, and Billing Managers can access billing-related features.
10. What limitations apply to the Trial role?
Trial users can access Team Inbox and Contacts, but features like Campaigns, Templates, Automation, Dashboard, API Docs, Settings, User Management, and Billing are unavailable until payment is completed.
Managing roles
11. How do I assign or change a user’s role?
Go to More → User Management, select the user, click the three-dot menu, choose Edit User, and assign or remove roles as needed.