Team Management

Your team, your business, one workspace

Bring your sales, support, and marketing teams together. Assign responsibilities, control access, and stay on top of daily work - all from one place.

Northwind Store, active. Members: Sarah Ahmed, Marketing Manager; Omar Rahman, Sales Agent; Nadia Karim, Support Agent - each Active, Invited or Suspended. Permissions for Marketing Manager: Campaigns edit and Analytics view allowed; Contacts delete and Settings edit denied.

Team invitations

Bring your team on board in minutes

Invite the people you work with, assign their roles, and manage their access from one shared workspace.

  • Invite teammates by email
  • Assign the right role
  • Track invitation status

Roles & permissions

The right access for every role

Give employees access to the tools they need while keeping sensitive business settings and information under your control.

System roles

Marketing Manager

System role

What this role can do in each module

Marketing Manager permissions by resource and action. Allowed and not allowed cells are toggle buttons.
ResourceViewCreateEditDelete
Campaigns
ConversationsConversations, Edit, not available for this resourceConversations, Delete, not available for this resource
Contacts
AnalyticsAnalytics, Create, not available for this resourceAnalytics, Edit, not available for this resourceAnalytics, Delete, not available for this resource
SettingsSettings, Create, not available for this resourceSettings, Delete, not available for this resource
  • Allowed
  • Not allowed
  • Not available

81 granted+1 unsaved38 denied119 permissions across every module

Workspace activity

Stay informed, even when you're away

See important actions across your workspace, from team updates to customer and campaign activity.

  • Know who made changes

  • Review important actions

  • Keep a clear activity history

The Workspace Activity page: four summary cards, filters, and a table listing each team member's recent actions with the module, target and status.

Workspace settings

One business, one shared workspace

Keep your workspace information, preferences, and access settings organized in one place.

  • Business details in one record
  • Regional formats everyone shares
  • Branding and defaults for the workspace
The Workspace Settings page on its General tab: workspace name and slug, timezone, language, date and time format, and currency.

Connected modules

Why choose us

Built for businesses that want to grow

Stop juggling apps, spreadsheets and reminders. Use one workspace that turns chats into customers, so you can grow faster with less work.

  • Talk to Customers

    Answer WhatsApp, SMS and Messenger chats from one place

  • Automate the Busy Work

    Set up automatic follow-ups and messages, no coding needed

  • Customers & Leads

    Keep leads, customers, groups and history in one place

  • Clear Reports

    See your chats, campaigns and sales as they happen

  • Made for Real Shops

    Sell products, services or digital goods

  • Safe and Private

    Your data stays in your workspace, and you decide who sees what

Ready to start?

Turn every chat into a sale

Bring your chats, campaigns, automation, products and sales together in one place