Team Management

Roles & Permissions

Waslo has three roles with different access levels:

| Permission | Owner | Admin | Member | |------------|-------|-------|--------| | View dashboard | Yes | Yes | Yes | | View leads | Yes | Yes | Yes | | View & send chat messages | Yes | Yes | Yes | | Change settings | Yes | Yes | No | | Manage integrations | Yes | Yes | No | | Invite members | Yes | Yes | No | | Add/delete leads | Yes | Yes | No | | Manage billing | Yes | No | No | | Delete members | Yes | No | No | | Organization settings | Yes | No | No | | Create organizations | Yes* | No | No |

*Creating additional organizations requires an Agency plan.

Inviting Members

1. Go to Settings → Organization
2. Click Invite Member
3. Enter their email address
4. Select a role (Admin or Member)
5. Click Send Invitation

The invited person will receive an email with a link to join your organization. The invitation expires after 7 days.

For New Users

If the invited person doesn't have a Waslo account, they'll be prompted to create one. Their email is automatically verified since they came through an invitation link.

For Existing Users

If the person already has a Waslo account, they'll be added to your organization automatically when they click the invitation link.

Managing Members

As an Owner, you can:

• Change roles — Promote a Member to Admin or demote an Admin to Member
• Remove members — Remove a member from your organization

Go to Settings → Organization to manage your team.

Multiple Organizations (Agency Plan)

On the Agency plan, Owners can create additional organizations:

1. Click on the organization switcher in the dashboard sidebar
2. Click Create Organization
3. Enter the organization name

You can switch between organizations using the organization switcher. Each organization has its own leads, conversations, settings, and WhatsApp numbers.

Starter and Growth plans are limited to one organization per account.