New: the WhatsApp AI Agent now supports CSV contact import. Read the guide

How do I invite staff and set their permissions?

Invite team members and control exactly which apps and permissions each one can access from Store Settings → Users and Permissions.

Steps

  1. Go to Store Settings → Users and Permissions.
  2. Click Add team member (or Invite your first team member if the list is empty).
  3. Enter their First name, Last name, and Email address — the email can't be changed after the account is created.
  4. Choose which apps they can access and which permissions they have; use Select all/Deselect all to speed this up, and the counters ("{count} of {total} permissions selected") show how much access you're granting.
  5. Send the invitation. The team member gets a link to set up their own login.
  6. To change someone's access later, use Edit team member; to remove them, use Delete User (this asks for confirmation and can't be undone).

Common problems

Related

Plain-text / Markdown version