Team Members

Add team members to collaborate on conversations, broadcasts, and account management.

Navigate to Settings → Agents (Team Members).

Roles

Invite a Team Member

1. Go to Settings → Agents
2. Click + Add Team Member
3. Enter their email address
4. Select their role
5. Click Send Invite

The invited team member receives an email with a link to set their password and join the account.

Team Member Login

After receiving the invite:

1. Click the invite link in the email
2. Go to /auth/set-team-password
3. Set a password
4. Log in at the standard login page

Edit a Team Member

1. Find the team member in the list
2. Click Edit
3. Update their name or role
4. Click Save

Remove a Team Member

1. Find the team member
2. Click Remove
3. Confirm

Removed team members lose access immediately. Their conversations remain in the inbox.

Team Member Limits

The number of team members you can add depends on your subscription plan. Check Settings → Subscriptions for your current plan’s team member limit.

Conversation Assignment

Team members can be assigned to conversations from the Messages page. Only assigned agents see the conversation highlighted in their “Assigned to Me” filter.

Organizations

If you manage multiple WhatsApp accounts (multiple WABAs), you can invite team members to specific organizations.

Go to Settings → Organizations to manage cross-account access.