This section describes . Users will be guided on:
- How to add/remove users
- What to do when you forget your password
- What are each user roles means, what control they have
Summary
Managing user access is an important part of keeping your Wati account organized and secure. This guide explains how to view users, search for specific users, and remove individual or multiple users from your account.
Instructions
View users
To view users in your Wati account:
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Go to the Settings > User Management screen.
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Review the list of users displayed.
By default, Wati displays 5 users per page. To view more users:
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Scroll to the bottom of the page.
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Use the records-per-page dropdown menu.
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Select the number of users you want to display.
Search for users
The search box at the top of the Users tab allows you to quickly find users based on their profile information.
You can search using:
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First name
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Last name
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Email address
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Phone number
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User role
Example searches
You can search for:
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All users with the role OPERATOR
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Users whose profile information contains the text “jit”
To search for a user:
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Enter your search term in the search box.
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Press Enter.
The user list will update to display matching results.
Delete users
You can remove a single user or delete multiple users at the same time.
Delete a single user
To remove an individual user:
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Go to the User Management screen.
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Under Users page, locate the user you want to delete.
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Click the three-dot menu on the right side of the user’s row.
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Select Remove User.
Delete multiple users
To remove multiple users at once:
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Search for the users you want to delete.
Example: Search for all users with the role OPERATOR.
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Select the checkbox in the top-left corner of the user list to select the displayed users.
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Click the Delete icon at the top of the list.
Result
By using the User Management screen, you can quickly find users, manage user access, and keep your team roster up to date.
Frequently Asked Questions (FAQs)
Viewing users
1. Where can I view users in Wati?
You can view users by navigating to Settings > User Management. The User Management screen displays a list of users in your Wati account.
2. How many users are displayed per page by default?
Wati displays 5 users per page by default. You can change the number of displayed users using the records-per-page dropdown menu at the bottom of the page.
Searching for users
3. What information can I use to search for users?
You can search for users using:
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First name
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Last name
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Email address
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Phone number
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User role
4. Can I search for users by role?
Yes. You can search for users by entering a role name, such as OPERATOR, in the search box.
5. Can I search for partial text in a user’s profile information?
Yes. You can search using partial text. For example, entering “jit” in the search box returns users whose profile information contains that text.
Deleting users
6. Can I delete a single user in Wati?
Yes. To delete a single user, locate the user in the User Management screen, open the three-dot menu next to the user’s record, and select Remove User.
7. Can I delete multiple users at the same time?
Yes. You can search for a group of users, select the displayed users using the checkbox at the top-left of the user list, and then click the Delete icon to remove them.
8. Why would I search for users before deleting them?
Searching allows you to filter users based on specific criteria, such as role. For example, you can search for all users with the OPERATOR role and then delete the displayed users in bulk.
Summary
This article answers common questions about Wati, covering language support, AI automation with KnowBot, account settings, and platform limitations such as themes, calls, and multi-account access. If you’ve forgotten your password, click HERE to go straight to the reset page.
How to change my password?
If you are unable to log in: Use the “Forgot Password” option on the Wati login page. You will receive a reset link via email.
If you are already logged in: Go to User Management → Select your agent name → Click Reset Password to change your password.
Summary
This article explains the different roles and permissions available in Wati, a customer communication platform. You learn about the various roles, their corresponding permissions, and how to manage access to different features and screens. Whether you’re an administrator, campaign manager, or contact manager, this guide will help you understand how to navigate Wati’s role-based access control.
Note: Broadcasts are now Campaigns – same powerful features, updated name!
Introduction to roles
Wati offers a range of roles to help you manage access to different features and screens. Each role is designed to provide a specific set of permissions, allowing you to control what users can see and do within the platform.
The following roles are available in Wati:
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Administrator
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Campaign Manager
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Template Manager
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Operator
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Developer
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Contact Manager
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Dashboard Viewer
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Automation Manager
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Billing Manager
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Trial
Role-based Permissions
The following sections outline the permissions associated with each role:
1. Administrator Role
The Administrator role has access to the following menus:
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Team Inbox
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Contacts
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Campaign
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Automation
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Dashboard
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API Docs
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Settings
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User Management
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Tenants
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Integration
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Webhooks
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Billing
2. Campaign Manager Role
The Campaign Manager role has access to the following menu:
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Campaign
Note: Campaign Managers can view all available campaigns, create new campaigns, and buy credits.
3. Template Manager Role
The Template Manager role has access to the following menu:
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Templates
4. Operator Role
The Operator role has access to the following menu:
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Team Inbox
5. Developer Role
The Developer role has access to the following menus:
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API Docs
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Webhooks
6. Contact Manager Role
The Contact Manager role has access to the following menu:
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Contacts
Note: Contact Managers with the default team will have access to all contacts. Contact Managers can only see contacts under the non-default team(s) they belong to if they are not a member of the default team.
7. Dashboard Viewer Role
The Dashboard Viewer role has access to the following menu:
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Dashboard
8. Automation Manager Role
The Automation Manager role has access to automation-related features.
9. Billing Manager Role
The Billing Manager role has access to billing-related features.
10. Trial Role
With the Trial role, you can access most features from your Wati account. However, some features will only be available after you have completed the payment.
Here’s a sneak peek into which features are and aren’t available with the Trial role:
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Available – Team Inbox and Contacts
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Not Available – Campaign, Template, Automation, Dashboard, API Docs, Settings, User Management, Tenants, Webhooks, Integration and Billing.
Managing roles and permissions
To manage roles and permissions in Wati, follow these steps:
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Access User Management: Start by logging into your Wati account and navigating to Settings > User Management.
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Select the User: Under the Users tab, choose the user(s) whose permissions you’d like to update. Click the three dots on the right-hand side and select “Edit User”.
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Assign or Remove Roles: From there, you can easily assign or remove roles to tailor their access as needed.
That’s about it!
If you have any questions or need further assistance, feel free to reach out, we’re here to help!
Frequently Asked Questions (FAQ)
1. What are roles in Wati?
Roles define what a user can see and do in Wati by controlling access to specific features and screens.
2. Why does Wati use role-based permissions?
Role-based permissions help you manage access securely, ensuring users only have access to the tools they need for their responsibilities.
Roles and access
3. What permissions does an Administrator have?
An Administrator has full access to all major menus, including Team Inbox, Contacts, Campaigns, Automation, Dashboard, Settings, User Management, Integrations, Webhooks, API Docs, and Billing.
4. What can a Campaign Manager do?
A Campaign Manager can access the Campaign menu to view all campaigns, create new campaigns, and buy credits.
5. What is the difference between a Template Manager and a Campaign Manager?
A Template Manager can only access and manage Templates, while a Campaign Manager focuses on creating and managing campaigns.
6. What access does an Operator have?
An Operator can only access the Team Inbox to manage and respond to customer conversations.
7. What is the purpose of the Developer role?
The Developer role provides access to API Docs and Webhooks for technical integrations.
8. How does the Contact Manager role work?
A Contact Manager can access Contacts. They can see all contacts if they belong to the default team, or only team-specific contacts if they are part of non-default teams.
9. What can Dashboard Viewer, Automation Manager, and Billing Manager roles access?
Dashboard Viewers can only access the Dashboard, Automation Managers can manage automation-related features, and Billing Managers can access billing-related features.
10. What limitations apply to the Trial role?
Trial users can access Team Inbox and Contacts, but features like Campaigns, Templates, Automation, Dashboard, API Docs, Settings, User Management, and Billing are unavailable until payment is completed.
Managing roles
11. How do I assign or change a user’s role?
Go to More → User Management, select the user, click the three-dot menu, choose Edit User, and assign or remove roles as needed.
