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ChatSyncs left navigation with Control Panel and User Manager selected, the Create button highlighted, and a team member row's Edit and Delete action icons highlighted
Control Panel → User Manager creates and manages every team member who can log into the account — separate from the account owner’s own login. Each team member is assigned a Team Role (created in User Permission), which determines exactly which modules and actions they can access once they log in. This is how an organization lets multiple employees share one ChatSyncs account securely. From this page you can view all team members, search or filter by Team Role or Status, enable/disable an account, edit a user’s information, delete a user, or create a new one.

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Creating a team member

Create Team page with User Information fields: Full Name, Email, WhatsApp Mobile Number, Password, Confirm Password, Address, Team Role, Allowed WhatsApp Bots, Status toggle, Allow Only Assigned Chat in Livechat toggle, and a Create button
Click Create, then fill in the Create New Team Member page:
FieldWhat it’s forExample
Full NameThe employee’s nameRahul Reddy
EmailUsed for login and communicationrahul@example.com
WhatsApp Mobile NumberEmployee’s WhatsApp number with country code (optional)+91 9876543210
Password / Confirm PasswordThe employee’s login credentials—
AddressOptional—
Team RoleThe permission package from User Permission that decides what this user can accessAdmin, Sales Team, Customer Support, Marketing
Allowed WhatsApp BotsWhich bot(s) this user is allowed to manage, if more than one bot exists—
StatusEnabled = can log in, Disabled = cannot log in—
Allow Only Assigned Chat in Live ChatSee below—
Click Create — the account is created immediately and the employee can log in right away with the email and password you set.

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Allow Only Assigned Chat in Live Chat

  • Enabled — the team member can only view and reply to conversations specifically assigned to them.
  • Disabled — the team member can view all conversations (subject to their Team Role’s Live Chat permission).
Example: three support agents — Priya, Kiran, and David — all have Live Chat access. A customer named John starts a conversation, and the administrator assigns it to Priya. With Allow Only Assigned Chat enabled, Priya can see and reply to John’s messages, but Kiran and David cannot — preventing two agents from answering the same customer at once.

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How User Permission and User Manager work together

User Permission creates the roles (what a set of permissions allows). User Manager creates the users and assigns one of those roles to each.
1

Create a Team Role

Define one in User Permission — e.g. Admin, Customer Support, Marketing.
2

Set its access

Choose which modules and actions that role can use.
3

Open User Manager

Go to Control Panel → User Manager.
4

Create the team member

Fill in their info as above.
5

Assign the Team Role

Pick the role you defined in step 1.
6

Share the login

Give the employee their email and password.
7

They log in

The user only sees the modules their assigned role allows.

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Real-world example

An online clothing store has three employees. First, three Team Roles are created in User Permission:
RoleAccess
AdminFull access
Customer SupportLive Chat and Subscribers
MarketingBroadcast and WhatsApp Templates
Then three team members are created here, each assigned one of those roles:
EmployeeTeam RoleLogin Email
RahulAdminrahul@example.com
PriyaCustomer Supportpriya@example.com
ArjunMarketingarjun@example.com
What each person sees after logging in:
  • Rahul (Admin) — Dashboard, Chatbot Manager, User Manager, User Permission, Live Chat, Broadcast, API Settings, and every other module. Full control of the system.
  • Priya (Customer Support) — only Live Chat and Subscribers. No access to Chatbot Manager, Broadcast, API Settings, User Manager, or User Permission — just the tools she needs to help customers.
  • Arjun (Marketing) — only Broadcast and WhatsApp Templates. No access to Live Chat, Bot Manager, API Settings, or User Management — focused purely on marketing.

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Best practices

  • Create the permission role before adding the team member — assigning a role happens at creation time, so define the role in User Permission first.
  • Give every employee their own login — don’t share one login across multiple people; it breaks login-activity auditing and live-chat assignment.
  • Enable Allow Only Assigned Chat for support teams — otherwise multiple agents can end up replying to the same customer.
  • Disable an account instead of deleting it when an employee leaves, so their historical activity (past logins, chat replies) is preserved.

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Frequently asked

Control Panel → User Manager lists every team member, along with their role, status, and last login.
Change their Team Role in User Manager to a different User Permission package, rather than editing access feature-by-feature for that one person.
Find them in User Manager and use the row’s delete action, or set their Status to disabled if you want to revoke access without deleting their record and history.
Enable Allow Only Assigned Chat in Live Chat on their team member accounts, then assign each conversation to a specific agent — only that agent will see and be able to reply to it.
Yes — set Allowed WhatsApp Bots when creating or editing the team member to restrict them to one or more specific bots, if the account has more than one.