Right Access for Every Teammate. Replies From Any Phone.
A sales team of five should not share one WhatsApp phone. Roles keep everyone in their lane, and the mobile app means a customer is never kept waiting.
The problem
Shared phones, shared passwords, no accountability
When everyone uses the same login you cannot tell who said what — and agents away from their desk cannot respond.
Control and mobility
Role-based access
Admin (everything incl. billing), Manager (flows, integrations, operations), Agent (conversations, leads, orders) and Viewer (read-only).
Fine-grained permissions
Toggle individual permissions per member, such as an agent who can read analytics but not export.
Individual logins
Everyone signs in with their own credentials; deactivating removes access instantly.
Mobile inbox
Reply by text, see delivery and read status and mark chats resolved.
Mobile leads
Search leads, view timelines and notes and change stages on the go.
Owner KPIs
A KPI dashboard on your phone, with email or Google sign-in.
Get your team started
Add team members
Choose a role for each person.
Fine-tune permissions
Toggle exactly what each member can do.
Install the app
Agents get push notifications for new customer messages.
Real-world example
A dealership team
One manager, three agents and a viewer (the owner's accountant). An agent gets a push notification off-site, sees the lead came from the "Alto" campaign, replies and moves the lead to "Contacted" — from a parking lot.
Business benefits
- Secure, accountable access — know who said what
- Faster replies because agents are not tied to a desk
- Owners monitor from anywhere
Who it's for
- Sales teams
- Support teams
- Agencies
- Owners on the move
We Have Answers
Common questions about team roles & mobile app.
Admin, Manager, Agent and Viewer, with per-member permission toggles.
Works great with
Try Team Roles & Mobile App today
Role-based logins for everyone, plus an iPhone and Android app with push notifications.
No credit card required to begin.
