WhatsBoxWhatsBox IconWhatsBoxBETA

Team Members

Invite team members, configure user permissions, and collaborate across your organization in WhatsBox.

WhatsBox allows multiple team members and agents to collaborate within a single unified workspace under Team Management (/team).

Team Roles & Permissions

WhatsBox provides role-based access control (RBAC) to ensure team members have the appropriate permissions for their responsibilities:

Owner

Assigned to the person signing up on WhatsBox. Holds full ownership of the workspace and has all the same permissions as an Admin role.

Admin

Full administrative access across the entire organization. Can manage billing, connect/disconnect WhatsApp numbers, invite and remove team members, configure AI bots, generate API keys, and access the inbox.

User

Operational access. Can manage contacts, create broadcast campaigns, and manage inbox conversations.

Inviting Team Members

Open Team Settings

Click your user avatar in the bottom-left menu and select Team (/team).

Click Invite Team Member

Click Add Member (/team/add).

Enter Details & Assign Role

  1. Enter the colleague's email address and full name.
  2. Select their role (Admin or User).
  3. Click Send Invitation.

Accepting Invitations

The invited teammate will receive an invitation link:

  • If they already have a WhatsBox account, accepting the invitation grants immediate access to the workspace.
  • If they are a new user, they will be prompted to create an account and will be added directly into your team workspace.

Editing & Removing Members

To change a user's role or remove access:

  1. Locate the teammate in the Team list.
  2. Click Edit (/team/edit/[id]) to modify their assigned role.
  3. Click Remove to revoke their access to your workspace immediately.

Zapier

Connect WhatsBox with 8,000+ business applications using our embedded Zapier workflow builder.

Miscellaneous

Configure your company profile, switch between multiple workspaces, and submit feature requests or issue reports.