WA.cr

Roles explained

Understand what Owner, Admin, Manager and Agent can each do on your team.

Roles decide what each teammate can do, so you give people the access they need and keep billing and settings safe.

Steps

  1. Open WA.cr and go to your team settings.
  2. Open the list of teammates.
  3. Tap the person whose role you want to set.
  4. Choose Owner, Admin, Manager or Agent.
  5. Save the change.
  6. Tell the teammate what they can now do.

What each role can do

Owner controls billing and all settings, and has full access. Admin manages most settings and the team. Manager oversees chats and day-to-day work. Agent handles conversations with customers. Give each person the smallest role that lets them do their job.

Changing a role

You can move someone up or down at any time. Their access updates as soon as you save.

If it doesn't work

  • If someone can't reach a setting, check they have a high enough role.
  • If only billing is blocked, remember that is reserved for the Owner.
  • If a change doesn't apply, ask the teammate to sign out and back in.