What roles have access to WhatsApp functionalities?

What roles have access to WhatsApp functionalities?

Access to WhatsApp features in MyOperator depends on the user role. Each role comes with default permissions, which the Owner can adjust under Settings β†’ User Management.


πŸ“Š Role-Based Access Matrix

Role

WhatsApp Account

Templates

Campaigns

Chat Access

Notes

Owner

βœ… Full view & manage

βœ… Create / Edit / Delete

βœ… Create / Run / View / Delete

βœ… Full access (view + reply to customers)

Highest-level control. Can adjust other users’ permissions.

Admin

βœ… Manage (cannot delete account)

βœ… Create / Edit / Delete

βœ… Create / Run / View

βœ… Full access (view + reply)

Similar to Owner, but cannot change billing or delete WABA.

Manager

βœ… View only

βœ… Create / Edit (no delete)

βœ… Create / Run / View

βœ… Full access (view + reply)

Designed for day-to-day operations without account-level risks.

Call Agent

❌ No access

❌ No access

❌ No access

βœ… Limited (view assigned chats + reply)

Chat-only role; cannot see templates or campaigns.

πŸ’‘ Chat Access = ability to view incoming WhatsApp messages and reply in real time.

πŸ” Customizing 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.

πŸ”’ 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.

πŸ“Ž Related FAQs


βœ… Summary

  • Owners = full control (including billing + user roles).
  • Admins = manage templates, campaigns, 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.

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