๐Ÿ‘จโ€๐Ÿ’ผ Agents, Roles & Permissions

Give your staff secure access to WhatsGulf without sharing one login.

Team Management allows business owners to create staff accounts, control access, organize work and let agents handle WhatsApp inbox, CRM, support, campaigns or other modules based on permissions.

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Who should use this?

โœ“ Businesses with sales or support staff.
โœ“ Agencies with account managers and client teams.
โœ“ Companies needing access control for employees.
โœ“ Owners who do not want to share one admin login.
Feature details

What is included in Team Management?

These are the main tools and functions customers can understand before using this feature inside WhatsGulf.

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Agent accounts

Create separate logins for staff members.

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Feature access control

Enable or disable modules for each user or customer.

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Role-based workflow

Give access based on sales, support, admin or marketing role.

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Canned replies

Prepare quick responses for the team.

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Tags

Organize conversations, contacts and support work.

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Dashboard redirection

Users can be redirected to their first allowed module.

How to use

Step-by-step usage flow.

This section explains how a normal customer can start using this feature after login.

1

Open Team or customer/user permissions area.

2

Create a new agent or staff user.

3

Select which modules the user can access.

4

Save permissions and share login details.

5

Agent logs in and uses only allowed features.

6

Owner monitors and updates access when needed.

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Setup and integration guide

This explains what should be connected or prepared before the feature works properly.

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Customer permissions

Feature access can control what customers or users see.

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CRM and Inbox

Agents can handle leads, chats and support based on permission.

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Plan modules

Plans can include selected modules based on package.

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Admin team permissions

Admin-side staff can also have controlled access.

Terms of use and important rules

Use this feature in a safe and professional way.

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Give staff only the access they need.

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Remove access when an employee leaves.

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Do not share passwords between team members.

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Review permissions regularly for safety.

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Business owner is responsible for staff activity inside the account.

Business examples

Practical ways businesses can use Team Management.

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Sales team

Agents handle leads and WhatsApp inquiries.

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Support team

Staff manage inbox, tickets and help center issues.

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Marketing team

Team members create campaigns and segments.

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Agency team

Account managers handle different clients with controlled access.

Questions

Frequently asked questions

Can I create separate logins? +

Yes, team members can have separate access.

Can I limit modules? +

Yes, module permissions can control what the user can see.

Can agents use inbox? +

Yes, if you give them inbox access.

Is this safer than sharing password? +

Yes. Separate logins and permissions are safer.

Start now

Ready to use Team Management?

Start WhatsGulf and manage WhatsApp API, CRM, campaigns, inbox, automation, billing, support and team work from one platform.