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.

Handing conversations to members

Members can own conversations: routing rules assign them automatically by topic/classification/channel, owners and admins can assign by hand, and the inbox Mine filter shows each member their own queue. See Topics & Team Routing.