Zaapi Help Centre
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  • Welcome to Zaapi
  • Start guide
    • Step 1: Create an account
    • Step 2: Integrate messaging channels
    • Step 3: Invite team members
    • Step 4: Manage your inbox
    • Step 5: Analyse chat performance
    • Step 6: Install the mobile app
  • Integrations
    • Facebook Messenger
      • How to connect
      • Limitations
      • Error troubleshooting
    • Instagram
      • How to connect
    • LINE
      • How to connect
      • Import LINE chat history
      • Create chats from "Friend add"
      • Display Admin Name & Photo in LINE
      • Limitations
      • Error troubleshooting
    • Shopee
      • How to connect
      • Limitations
      • Error troubleshooting
    • Lazada
      • How to connect
      • Limitations
      • Error troubleshooting
    • TikTok
      • How to connect
      • Limitations
      • Error troubleshooting
  • Inbox
    • Search
    • Open & Close Chats
    • Track Conversions
    • Quick Replies
    • Labels
    • Saved Filters
    • Assign Chats
    • Spam Inbox
    • Customer Information
    • Meta Ad Source
  • Team Management
    • Teams
    • User Roles
  • Broadcast
    • Broadcast
  • AI Agent
    • Training AI
    • Testing AI
    • Deploying AI
  • AUTOMATIONS
    • Basic Automations
      • Assign chats to agents
      • Greeting message
      • Out of hours message
      • Closing chat message
      • Auto reply to Facebook/IG comments
      • Assign labels to chats
  • Flow Builder
    • Set up guide
    • Nodes (Triggers, Conditions & Actions)
    • Error troubleshooting
  • Analytics Dashboard
    • Chat & Agent Performance
    • Sales Performance
    • Label Usage
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  1. Team Management

User Roles

Overview

When you add a new team member to Zaapi, you can define their specific role in order to determine what permissions they have within the product. There are 3 roles; Owner, Admin & Chat Agent.

Owner
Admin
Chat Agent

The owner of the account is the user who initially created it. This is the highest level of permissions with all actions available including account deletion.

The admin role has very similar permissions to the owner, but they cannot delete the account

This is the lowest level of permissions reserved for chat agents only. Chat agents cannot access the team management settings or delete the account.

The owner of the account can transfer the ownership to another user with the admin role, but the account can only have one owner at any particular moment in time.

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Last updated 2 months ago

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