In Wazzup, every employee has a role. It defines which chats they can see and whether they can message clients.
How to select roles to employees
When setting up the CRM integration, the system will prompt you to assign roles to your team. Here’s how:
1. Go to the “CRM Integration” section.
2. Click “Select Roles” — a window will open where you can select roles.
What does “Receives new clients” mean? This toggle appears next to the role. If enabled, the employee will receive messages from new contacts that are not yet in your CRM. Handy if you want to catch all incoming messages first.
3. All set? Click “Save” — and you’re good to go 🚀
What roles are available and what they do
There are three roles — pick the one that fits the employee’s tasks:
- Supervisor — has full visibility and messaging access. Can chat with any client and see all conversations. Ideal for sales team leads, handling big deals, or overseeing the entire picture.
- Manager — handles client communication and orders. Can only see chats with clients they’re responsible for in the CRM. Other chats are hidden — helpful for staying focused.
- Quality Control — observer role. Can’t write messages but sees all managers’ chats to monitor communication quality.
Just starting with Wazzup? Assign the Supervisor role to the CRM admin — it’s the easiest way to test and configure. You can change or remove it later.
Role assignment examples
Here’s how to distribute roles for different cases:
| If each manager works only with their own clients | Select them the Manager role. They’ll only see their own chats — no distractions, no confusion. |
| If everyone needs to see all messages sent to the number | Select the Supervisor role. Great for support teams or online stores — anyone available can reply, no need to reassign chats manually. |
| If only one person answers messages from the channel | Go with Supervisor again. Even if something goes wrong with CRM responsibilities, they’ll still see all incoming messages and be able to respond. |
