Roles and Permissions on TimelinesAI
The role that you assign to your team members on TimelinesAI, will determine how they'll interact with WhatsApp chats.
In this article, we'll go over the specifics of how team roles interact with WhatsApp chats. Also, we'll explain how you can share your WhatsApp account with your team members.
Here's a quick overview of how different roles see/interact with WhatsApp chats on TimelinesAI:
Own chats are the chats associated with the WhatsApp account connected by the user.
Same-team chats are the chats linked to the WhatsApp accounts connected by users within the same team.
1. The Owner, Admin, and Teammate roles have access to all chats.
2. The Agent role will only see/interact with chats that come into its own WhatsApp account, or those that were assigned to it directly, by other team members.
3. The Collaborator role is unable to connect a WhatsApp account; they can only see and interact with WhatsApp chats that have been assigned to them, and reply to those chats on behalf of the WhatsApp account(s) connected in the workspace.
Besides chat visibility, roles define the kind of access a user will have to certain sections within the TimelinesAI workspace:
You'll be able to share access to your WhatsApp account with your team members on TimelinesAI. This will allow them to handle its chats and reply using the same WhatsApp account.
This solution works best for plans that come with a shared inbox feature, such as the Shared Inbox and the Mass Messaging plans.
Connect the WhatsApp account you want to share with your team
Invite your team members to your workspace, while making sure that their roles are either Admins or Teammates
Make sure to have your team members connect only WhatsApp accounts used for work, to avoid unintentional disclosure of personal conversations via CRM.
Once you do this, your team will be able to see all the chats that come into your WhatsApp account. They'll also send messages on behalf of that WhatsApp account:
Note: Team members who are "Agents" on TimelinesAI will only be able to use the WhatsApp account they connected; they won't be able to use WhatsApp accounts connected by other team members. This will be effective in the following features:
→ Shared Inbox
→ Pipedrive Integration Panel
→ HubSpot Chat View
If you have any questions, please do not hesitate to contact us via our Chat Support or send us an email at hello@timelines.ai - we'd be glad to further assist you!
In this article, we'll go over the specifics of how team roles interact with WhatsApp chats. Also, we'll explain how you can share your WhatsApp account with your team members.
How Different Roles Interact with WhatsApp Chats
Here's a quick overview of how different roles see/interact with WhatsApp chats on TimelinesAI:
| Roles | Own Chats | Same Team Chats | Other Teams' Chats | Assigned Chats |
|---|---|---|---|---|
| Owner | ✔ | ✔ | ✔ | ✔ |
| Admin | ✔ | ✔ | ✔ | ✔ |
| Teammate | ✔ | ✔ | X | ✔ |
| Agent | ✔ | X | X | ✔ |
| Collaborator | N/A | X | X | ✔ |
Own chats are the chats associated with the WhatsApp account connected by the user.
Same-team chats are the chats linked to the WhatsApp accounts connected by users within the same team.
1. The Owner, Admin, and Teammate roles have access to all chats.
2. The Agent role will only see/interact with chats that come into its own WhatsApp account, or those that were assigned to it directly, by other team members.
3. The Collaborator role is unable to connect a WhatsApp account; they can only see and interact with WhatsApp chats that have been assigned to them, and reply to those chats on behalf of the WhatsApp account(s) connected in the workspace.
Workspace Roles: Access Privileges
Besides chat visibility, roles define the kind of access a user will have to certain sections within the TimelinesAI workspace:
| Workspace Actions | Roles |
|---|---|
| Workspace/Account Management | Owner |
| Subscription: plans and payment method | Owner |
| Team Management and Users | Owner and Admin(s) |
| Workspace Integrations and/or Automation Management | Owner and Admin(s) |
Share your WhatsApp Account with your Team on TimelinesAI
You'll be able to share access to your WhatsApp account with your team members on TimelinesAI. This will allow them to handle its chats and reply using the same WhatsApp account.
This solution works best for plans that come with a shared inbox feature, such as the Shared Inbox and the Mass Messaging plans.
How to share your WhatsApp account: Step-by-Step
Connect the WhatsApp account you want to share with your team
Invite your team members to your workspace, while making sure that their roles are either Admins or Teammates
Make sure to have your team members connect only WhatsApp accounts used for work, to avoid unintentional disclosure of personal conversations via CRM.
Once you do this, your team will be able to see all the chats that come into your WhatsApp account. They'll also send messages on behalf of that WhatsApp account:
Note: Team members who are "Agents" on TimelinesAI will only be able to use the WhatsApp account they connected; they won't be able to use WhatsApp accounts connected by other team members. This will be effective in the following features:
→ Shared Inbox
→ Pipedrive Integration Panel
→ HubSpot Chat View
If you have any questions, please do not hesitate to contact us via our Chat Support or send us an email at hello@timelines.ai - we'd be glad to further assist you!
Updated on: 20/12/2024
Thank you!