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

*Each account has a single organization on both PAYG and Growth.

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.

Organizations

Each account has a single organization on both PAYG and Growth. Your organization holds all of your leads, conversations, settings, channels, and integrations, and your team collaborates within it using the roles above.