Roles and permissions
Boldally Chat has three roles per workspace: Owner, Admin and Agent. A person can hold different roles in different workspaces.
Who can do this
- Anyone
Summary
| Owner | Admin | Agent | |
|---|---|---|---|
| Inbox: read, reply, assign, status, notes | Yes | Yes | Yes |
| Tags on a contact | Yes | Yes | Yes |
| Contacts: view, search, filter, export | Yes | Yes | Yes |
| Contacts: add, edit, delete, import, bulk actions | Yes | Yes | No |
| Manage tags across the workspace | Yes | Yes | No |
| Templates and campaigns | Yes | Yes | Yes |
| Automations | Yes | Yes | Yes |
| Analytics | Yes | Yes | Yes |
| Settings → General | Edit | Edit | View only |
| Settings → Notifications | Yes | Yes | Yes |
| Settings → WhatsApp | Yes | Yes | Hidden |
| Settings → Members | Yes | Yes | Hidden |
| Settings → Integrations | Yes | Yes | Hidden |
| Settings → Contact fields | Yes | Yes | Hidden |
| Settings → Billing | Yes | Hidden | Hidden |
| Transfer ownership | Yes | No | No |
"Hidden" means the item does not appear in the settings navigation. Billing is also enforced on the server, so an admin who reaches the URL directly is redirected away.
What each role is for
Owner. The person responsible for the account. Everything an admin can do, plus billing and ownership transfer. A workspace can have more than one owner.
Admin. Team leads and ops managers. Runs the workspace day to day: the WhatsApp connection, the team, integrations, contact fields and contact data.
Agent. Support and sales staff. Everything needed to work customer conversations, without the ability to change how the workspace is wired up.
Rules the app enforces
- You cannot manage your own row in SettingsMembers.
- Only an owner can manage another owner.
- You can only assign roles at or below your own level. An admin therefore never sees Owner in the role list. Ownership moves only through Transfer ownership.
- Invitations offer Agent and Admin only.
- Billing is owner-only, in the navigation and on the server.
Seats
Every member holds a seat, including owners. SettingsBilling shows how many of your allowance are used.
At the cap, new invitations are refused. Some plans sell extra seats; adding one charges the prorated amount immediately, removing takes effect at the next renewal.
Changing roles safely
- Assign Admin to someone before they need to fix the WhatsApp connection at short notice. An agent cannot even see that screen.
- Before removing a member, reassign their open conversations from the inbox. Removal does not delete the conversations, but it does leave them assigned to someone who is gone.
- Transferring ownership with Step down to Admin ticked removes your own billing access immediately.
Related
- Team and roles
- Inviting, changing roles, transferring ownership.
- Invite your team
- The quick version, for setup day.