Roles
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 → User Management. ? Role-Based Access Matrix Role WhatsApp Account Templates Campaigns Chat ...
Can other agents access Assigned conversations?
Yes, other agents can view conversations that are in the Assigned state—but they cannot reply unless the chat is reassigned or overridden by someone with the right permissions. ? What Happens When a Conversation Is Assigned? Role Can View? Can ...
How can I change the default permissions for the user or role?
Use role-based permissions to give teammates only the access they need. In MyOperator, default permissions are set at the role level (Administrator, Manager, Basic/Call agent). To affect a single user, change their role or use a customized role if ...
How can I change the role for an added user?
Use roles to give teammates just the access they need. Follow these steps to change a user’s role. When & why Apply least-privilege access for security and compliance. Update responsibilities when people join, move teams, or leave. Prerequisites ...
Which role is assigned to the new user?
Short answer: Basic role. When you add a New User to your MyOperator account, they’re assigned the Basic role by default. Admins can change this after the invite is sent or any time later. When this applies Use this guide if you just invited a ...
How are the roles useful?
Roles control who can access which features in your MyOperator account. Using the right role keeps data secure, speeds onboarding, and prevents accidental changes. What each role is good for (at a glance) Administrator — Full control for ...
Can I create a role according to my choice?
Short answer: Not right now. MyOperator supports three predefined user roles—Administrator, Manager, and Call Agent. You cannot create new custom roles or edit role permissions. When you’d want this You may want a custom role to fine-tune ...
What is the role of an Account Manager?
Your Account Manager (AM) is your point of contact for onboarding, optimization, and coordinating complex requests. Use the steps below to find your AM, book a kickoff, set success metrics, and know what’s in/out of scope. Table of contents When ...
What is the role of a Tech Support?
Tech Support helps you diagnose and resolve issues with the MyOperator platform—errors, call-flow behavior, configuration questions, integrations, and connectivity—then escalates to Engineering when needed. Contents When to contact Tech Support What ...
Which role is assigned to the new user?
When a “New User” is added to the MyOperator account, she/he is added as a “Basic” user by default. However, the roles can be changed if required (Refer to Question, "How can I change the roles for a user")
Can I create a role according to my choice?
There are three predefined roles namely “Administrator, Moderator and Basic’’. You can assign each user in your organization any of these 3 roles, however you cannot create a new role.
How can I change the role for an added user?
To change the role of a user, follow the steps mentioned below: 1. Login to your MyOperator panel and click on “Manage” at the top. 2. Under the category of “Settings”, click on “Users”. 3. Click on "Three Dot" and then click on “Edit” corresponding ...
How are the roles useful?
When you assign a role to a person, it simply means delegation of some authority. This further helps in simplification of work processes and eliminates confusions in decision-making. For example, a user who has a certain allotted role along with some ...