Setting Up Team Members & Roles
Give everyone the access they need, and no more.
In BizBotify, add teammates under Settings → Workspace → Members → Add member with their email and a role. Roles are custom: create and edit them under Settings → Access & Security → Roles, starting from templates such as Sales agent, Support agent, Team lead or Marketing, and set what each role can do and which chats and enquiries it can see.
How to do it
Add a member
Open Settings → Workspace → Members and click Add member. Type their email, choose a role (new members default to Agent) and click Add.
Set up roles
Open Settings → Access & Security → Roles. Start from a template or edit a role's permissions and its Inbox, Enquiries and Sales visibility, for example only chats assigned to them.
Change or remove access
On the Members list, click the pencil to change a role or the bin to remove someone. For pending invites, use Resend or Revoke.
Group people into teams
Under Settings → Workspace → Teams, create teams such as "Online orders" so chats can be assigned to the whole team.
Frequently asked questions
How do I give a teammate access to our WhatsApp?
Add them under Settings → Workspace → Members with their email and a role. They work in the shared inbox on the same number.
Can I limit an agent to their own chats?
Yes. Set the role's Inbox visibility to assigned chats only under Settings → Access & Security → Roles.
How many users can I add?
Starter includes 2 users and Growth 8; extra users are ₹299/month on Starter and ₹249/month on Growth.
What does the Admin role include?
Admin has all permissions, including billing, roles and settings.