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Team Members

The Team Members page lets you invite colleagues to your Wap2b account and control what each person can access.

Inviting a Team Member

  1. Navigate to Account and select Team Members.
  2. Click Invite Member.
  3. Enter the person’s email address.
  4. Assign a role that determines their level of access.
  5. Send the invitation. The recipient will receive an email with instructions to join your account.

Roles and Permissions

Each team member is assigned a role that controls what they can view and do within the platform. Common roles include:

  • Admin — Full access to all features and settings.
  • Agent — Access to messaging inbox and customer conversations.
  • Viewer — Read-only access to dashboards and reports.

Managing Members

From the Team Members page you can:

  • Change a member’s role at any time.
  • Remove a member to revoke their access immediately.
  • View the list of all active members and their assigned roles.
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