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

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

• 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

• 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

Analytics

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

CRM

• 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

• 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

• 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

• 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

• 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

• Create - Allows teammate to create groups

• Update - Allows teammate to update group data

• 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

• 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

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

Automation

• 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

• 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

• 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

• 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 the widget - Allows teammate to edit the widget

• 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

App Store and API

• Update private integrations for notifications API - Allows teammate to Update private integrations

• Read/Update API Web hooks - Allows teammate to read/update old API webhooks

• Receive Live Events on this Team - Allow teammate to receive live events

Shop

• Fetch all platform products - Allow teammate to read all products

• Create a platform product - Allow teammate to create products

• Update a platform product - Allow teammate to update pre-existing products

• Delete a platform product - Allow teammate to delete an old product

• Read Payment Integration Details - Allow teammate to read all payment integrations

• Create/Update/Delete Payment Integration - Allow teammate to create new integrations or update/delete old ones

• Read Payment Records - Allow teammate to read payment records

• Update/Delete Payment Records - Allow teammate to update/delete payment records

Settings

• Update team details - Allow teammate to update team name and other details

• Create a new user - Allow teammate to create new users

• Create new invite links - Allow teammate to invite new users using invite links

• Update/delete team members - Allow teammate to update/delete other team members

• Read the members of your team - Allow teammate to view other teammates’ data

• Log out sub-users from all active sessions - Allow teammate to log out created-users from active sessions

• Read Billing History - Read your old ChatDaddy billing history

• Update/make new payments - Make payments to ChatDaddy

Assign Role and Refresh

• Choose the appropriate role for the selected teammate from the available options.

• Once you've assigned the role, it's recommended to refresh the page to ensure the changes take effect.

Use Case

• Efficient Workflow: Agents focus on inquiries, Editors manage templates, and Admins oversee operations – all with the right access.

• Enhanced Privacy: Limit access to sensitive customer data based on roles, fostering trust and security.

Related FAQs & Articles

1. How to adjust team member access for channel?

• Add a Channel
• Able to add a channel

• Read all available Channels
• Able to access and read all the channels

• Delete a Channel
• Able to delete a channel

• Update a Channel
• Able to connect, disconnect, and manage advanced settings for a channel

2. How can I limit teammate to access contact’s personal information (hide phone number, email, and username)?

• On the Manage Access section, navigate to the Settings section and locate the Access Contact’s Personal Information and disable it.

3. Why I can’t assign the chat to my teammate?

• Please make sure the Admin of your team enables the access of “Read the members of your team” for your role.

• Please re-login the account and try again after complete the access.