How to Set Up User Roles and Permissions

Create roles, configure platform access, and set module-level permissions

Updated 10 February 2026

User Permission lets you create roles that control what your team members can access in WhatChimp.

Go to: Sidebar > User Permission

Create a Role

1. Click Create at the top of the page.
2. Enter a Team Role Name (e.g., "Support Agent", "Sales Team Leader").
3. Configure platform access and module permissions (see below).
4. Click Update to save.

Platform Access

Each role has three platform toggles. The toggles say "Disable" — so leaving them OFF means the platform is enabled.

For a WhatsApp-only role, leave "Disable WhatsApp" OFF and turn the other two ON.

Module Permissions

Below the platform toggles is the module list. Each module has:

• A toggle — ON to grant access, OFF to block
• CRUD checkboxes (some modules) — Create, Update, Delete, and Special

Not all modules have CRUD. Some (like Bot Manager or Live Chat) are simply on or off.

Available Modules

Core: Connect Account, Subscribers, Bot AI Token, Incoming Message to Webhook URL, Bot Manager, Live Chat, Live Chat - Number Mask, Live Chat - Translator, Live Chat - Advanced

Marketing: Broadcast, Social Posting, Comment Automation

WhatsApp: Appointment System, Click Ads, Carousel Template, Webhook Workflow, Flows, Catalog, WordPress/Shopify Integration

Integrations: Webchat Bot, HTTP API, Google Calendar, Google Contacts, Google Sheet, Telegram Group Manager

Admin: Control Panel - Settings, Transactions, Package & Role, User & Team, API Developer

AI: Bot AI Agent, Bot AI Assistant

Example Roles

Tip: Start with minimal permissions and add more as needed — it's easier to grant access than to audit what to revoke.