Roles & Permissions
What are Roles & Permissions?
Every team member in Waplify has a role that determines what they can see and do. This helps you control access — for example, support agents can reply to chats but cannot delete campaigns or manage billing.
How to use it
Available roles
| Role | Description |
|---|---|
| Owner | The person who created the workspace. Full access to everything, including billing and team management. Cannot be removed. |
| Admin | Full access to all features, similar to the Owner. Can manage team members, campaigns, contacts, settings, and billing. |
| Manager | Can create and manage campaigns, contacts, templates, and chat. Cannot manage team members or billing. |
| Agent | Focused on chat and customer support. Can view campaigns and contacts but has limited editing access. |
Permission matrix
| Feature | Owner | Admin | Manager | Agent |
|---|---|---|---|---|
| Dashboard | Full | Full | Full | View |
| Campaigns — create & send | Full | Full | Full | View only |
| Contacts — add & edit | Full | Full | Full | View only |
| Templates — manage | Full | Full | Full | View only |
| Chat — send messages | Full | Full | Full | Full |
| Flows — create & manage | Full | Full | Full | View only |
| Team — invite & manage | Full | Full | No | No |
| Settings — account | Full | Full | View | No |
| Billing & subscription | Full | Full | No | No |
| Developer tools (API/webhooks) | Full | Full | View | No |
Assigning roles
Roles are assigned when you invite a team member. You can change a member's role at any time from the Team page (see Managing Your Team).
Tips & best practices
- Use the principle of least privilege — give each person only the access they need for their job
- Agents are ideal for customer support staff who primarily use the chat inbox
- Managers work well for marketing team members who create campaigns and manage contacts
- Admins should be trusted team members who need full control
- Review roles quarterly to make sure they still match each person's responsibilities
Frequently asked questions
Can I create custom roles?
Currently, Waplify offers four predefined roles (Owner, Admin, Manager, Agent). Custom roles are not available yet.
Can an Agent create campaigns?
No. Agents can view existing campaigns but cannot create, edit, or send them. If someone needs campaign access, assign them the Manager or Admin role.
What if I need someone to handle only billing?
The Admin role includes billing access along with other features. There is no billing-only role. Consider assigning the Admin role with a note about their specific responsibilities.
Can a Manager invite team members?
No. Only Owners and Admins can invite new team members or manage existing ones.
Does changing a role take effect immediately?
Yes. When you change a member's role, the new permissions apply immediately. The member may need to refresh their browser to see the updated access.