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Loading Edara / جارٍ تحميل إدارةRoles and permissions
Roles help a growing team separate everyday conversations from administrative changes. Professional lists advanced roles and permissions so access can match people's responsibilities.
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Decide who needs to do what
List who should reply to customers, supervise conversations, manage workflows, and administer accounts. Match these needs to the roles actually available in your plan. Do not assume every combination of restrictions is supported; confirm the required permissions before onboarding the team.
A practical separation of duties
A service employee may need to answer enquiries without changing the automation used by the whole business. A supervisor may need broader oversight. Agree those access boundaries and test each role using an appropriate account before relying on it for sensitive conversations.
Review access when teams change
Use individual accounts and review access when someone changes role or leaves. Check who can publish workflow changes or manage integrations, because those actions may affect many customers. Ask Edara where to manage supported permissions or request help under your service scope.
Permissions and user allowance are different
A role defines what a user can do; the plan's user allowance defines how many users are included. Professional lists five team members. Review the WhatsApp plan comparison for larger teams and confirm any custom access needs with Edara. Roles do not replace staff training or careful handling of exported information.