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FAQs

Add Team Members & Set Permissions

Invite managers to your WhatsApp workspace, give per-module permissions (inbox, campaigns, flows, automation, reports…) and limit the labels they see.

On this page

ReploChat lets your whole team work one WhatsApp Business number. Each person has their own login, and you decide exactly what they can see and do. A workspace has one owner and any number of managers up to your plan's limit. This guide explains the difference between the two roles, how to add a team member, the eight permission modules, how to limit someone to certain labels, and how chats are shared out between people.

Owner vs manager

OwnerManager
WhoThe person who signed up for the workspaceTeam members the owner creates
ModulesEverything on the planOnly the modules the owner assigns
ChatsAll chats on all numbersAll chats (Full Access) or only chats with selected labels
Permissions (team management)YesNo
Billing (plans and payments)YesNo. Upgrade prompts tell managers to ask the owner.
Activity logYesNo

Every manager can also open Dashboard, Contacts, Pipeline, Business Profile, Notifications, Support and Connect WhatsApp.

The 8 permission modules

ModuleWhat it unlocksTypical role
WhatsApp InboxThe inbox, Quick Replies and Media LibrarySupport and sales agents
TemplatesCreate, edit and delete message templatesMarketing
CampaignsSend and schedule bulk campaigns, and view their resultsMarketing
FlowsWhatsApp Flows forms and their responsesOperations, marketing
AutomationWelcome & Away, Follow-ups, Date reminders, ChatbotsTeam lead
ReportsOverview, agent and campaign reportsTeam lead, owner's deputy
IntegrationsShopify, WooCommerce and store API keysStore admin
SettingsThe Settings pageSenior staff

Only modules your plan includes appear in the list. For example, Flows is only offered on plans that include WhatsApp Flows.

Add a team member

  1. Open Settings → Team & permissions (owner only). The Team Members counter shows how many of your plan's seats are used.
  2. Under Create Manager, enter the Manager Name, Email Address and a Password of at least 6 characters.
  3. Under Assign Modules, pick a module and press Add. Repeat for each module. At least one is required.
  4. Decide what chats they see:
    • Turn on Full Access (Global) to let them see all businesses and labels, or
    • leave it off, choose a Business Profile under Select Business, and tick one or more Labels.
  5. Press Create Manager, then share the email and password with your colleague privately. They log in at the normal login page with those details.
💡 Give the fewest modules people need. An agent usually only needs WhatsApp Inbox. You can add more at any time.

Label visibility: limit who sees which chats

Without Full Access, a manager only sees chats on the chosen business that carry one of their labels. This is how to split work between teams on one number:

Team memberLabelsSees
Sara (sales)New lead, Quote sentOnly sales conversations
Bilal (support)Complaint, ReturnOnly after-sales issues
Hina (wholesale)WholesaleOnly B2B buyers

Labels are applied in the inbox by people with Full Access, or automatically by a chatbot based on the customer's answers ("Are you buying for a shop?" → Wholesale). Your plan may cap how many labels a manager can be given. The counter next to Labels shows selected / limit.

Share out chats automatically

At the top of the Permissions page, Assign new chats automatically decides who gets chats nobody has taken:

  • Off — people pick chats themselves.
  • Round robin — take turns. Whoever was given a chat longest ago gets the next one.
  • Least busy — fewest open chats first.

Only teammates with inbox access who can see the chat, and who are marked Available in the inbox, are considered. Agents switch to Away when they take a break. See the shared inbox guide.

Edit or remove a manager

Every manager is listed under Managers with their email and labels. Press Edit to change their name, modules, business or labels, then Update Manager. Press Delete and confirm to remove them. They lose access to your workspace immediately, and their past messages and notes stay in the chats.

User limits by plan

The number of team members you can add depends on your plan; larger plans include more seats, and Enterprise has no seat limit. When every seat is used, ReploChat tells you before you create another manager. Upgrade on the Billing page or compare plans on pricing. Deleting a manager frees their seat.

See what your team did

  • Reports → agent performance shows each person's first responses, average first-response time and chats resolved. See reports & analytics.
  • Activity log (owner only) records important changes such as permission changes, payments and deletions, with who made them and when.

Frequently asked

Can two people reply to the same chat? Yes, anyone who can see a chat can reply. Assign chats to avoid double answers, and use private notes to coordinate.

Can managers use the mobile app? On plans that include the app, team members sign in with their own login. See mobile app.

Can a manager change the plan? No. Only the owner sees Billing.

Put this into action

ReploChat runs on the official WhatsApp Business API — campaigns, chatbot flows, a shared inbox, and analytics in one place.

Chat with us on WhatsApp

Sales+92 335 5265622 Support+92 339 4683250