What roles have access to WhatsApp functionalities?

What roles have access to WhatsApp functionalities?

⚡Quick answer -

Access to WhatsApp features in MyOperator depends on the user role with pro-licence. Each role comes with default permissions, which the Owner can adjust under Permission Settings (left navigation bar).


Role-Based Access Matrix

Role

WhatsApp Account

Templates

Campaigns

Chat Access

Owner

✅ Full view & manage

✅ Create / Edit / Delete

✅ Create / Run / View / Delete

✅ Full access (view + transfer + reply to customers)

Admin

✅ Manage (cannot delete account)

✅ Create / Edit / Delete

✅ Create / Run / View / Delete

✅ Full access (view + reply + transfer)

Manager

✅ View only

✅ Create / Edit / Delete

✅ Create / Run / View

✅ Full access (view + transfer + reply)

Call Agent

✅ View only

✅ Create / Edit / Delete

✅ Create / Run / View

✅ Limited (view assigned chats + reply)

Note: All the access are subject to permission that can be changed by the Owner.


Customising Access

  • The Owner can grant or revoke specific permissions for any role.
  • Changes take effect immediately in User Management.
  • For example, you can allow a Manager to view campaigns but block template creation, or grant a Call Agent temporary campaign access.

Examples

  • A Manager can build new templates and launch campaigns but cannot delete templates or remove accounts.
  • An Admin can delete templates and fully manage campaigns but cannot modify billing settings.
  • A Call Agent can reply to incoming chats but cannot create or edit templates.
  • The Owner oversees all WhatsApp features and user-level access.

Security Best Practices

  • Restrict template and campaign creation to Owners/Admins to avoid policy violations.
  • Assign chat-only access to agents handling customer conversations.
  • Review permissions quarterly to ensure compliance with Meta’s policies.
  • Revoke access immediately for inactive or departing team members.

Summary

  • Owners = full control (including billing + user roles).
  • Admins = manage templates, campaigns, and chats, but no billing deletion.
  • Managers = operational control without delete rights.
  • Call Agents = chat-only access.

Need to adjust permissions? Go to User Management Settings or contact MyOperator Support for assistance.

    • Related Articles

    • How can I access my WhatsApp Business Account's billing details?

      ⚡Quick answer - Billing for your WhatsApp Business Account (WABA) is managed entirely in Meta Business Suite. From there, you can download invoices, track payments, and update payment methods. Important: Billing settings are only available via ...
    • What is a MyOperator Demo account and what can I do in the 3-day trial?

      ⚡Quick answer - A MyOperator Demo Account is a free 3-day trial version of the MyOperator platform that allows businesses to explore the product’s features and understand how it can streamline their customer communication — before committing to a ...
    • How do I onboard WhatsApp Business API in MyOperator?

      Quick Answer This guide walks you through every step, rule and scenario involved in connecting your Facebook Business Manager, WhatsApp Business Account, and phone numbers to MyOperator so you can start sending and receiving WhatsApp messages through ...
    • How do I create and manage WhatsApp templates?

      Quick Answer: Use MyOperator Web Panel → WhatsApp → Templates to create, preview, submit, list, duplicate, delete and sync templates while every step enforces Meta’s naming, category, language, media, button and variable rules. 1. Entry Point & ...
    • How long does WhatsApp API approval take?

      Quick Answer With MyOperator’s Embedded Signup you receive initial WhatsApp Business Account (WABA) access in 10–15 minutes, can message up to 250 unique recipients per day immediately, and—only if you want higher tiers—complete Meta Business ...