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Every person who uses WapNotify in your workspace needs an account. Admins can invite members, assign roles, and deactivate accounts.

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Invite a team member

  1. Go to Settings → Team.
  2. Click Invite member.
  3. Enter the person’s name and email address.
  4. Select a role (see roles and permissions for what each role controls).
  5. Click Send invite.
The invited person receives an email with a link to set their password and log in. The link is valid for 24 hours.
Invited users inherit the permissions of the role you assign. You can change their role at any time from Settings → Team.

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Built-in roles

WapNotify includes two system roles that cannot be deleted:
RoleWhat they can do
AdminFull access — settings, billing, team management, all conversations and contacts
AgentAccess to conversations and contacts based on role visibility settings
For most teams, Agents handle day-to-day customer conversations and Admins manage configuration.

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Custom roles

If you need finer control — for example, a role that can view analytics but not send broadcasts — create a custom role.
  1. Go to Settings → Roles.
  2. Click New role.
  3. Name the role and toggle permissions on or off for each module (contacts, conversations, broadcasts, templates, leads, analytics, settings).
  4. Set the visibility scope: what conversations and contacts this role can see.
    • Own — only records assigned to themselves
    • Team — records assigned to anyone in the same role group
    • All — all records in the workspace
  5. Optionally enable Share with peers so agents with the same role can see each other’s conversations.
  6. Click Save.
See roles and permissions for the full permission reference.

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Manage existing members

From Settings → Team you can:
  • Change a member’s role — click the member row and update their role
  • Deactivate a member — removes their login access without deleting their conversation history
  • View last login — useful for auditing inactive accounts
Deactivating a member does not reassign their open conversations. Go to Conversations and reassign any open chats before deactivating someone who is leaving the team.