Roles & Permissions in Go4Whatsup CRM help you control what each team member (Collaborator) can access. By creating custom roles, you ensure secure, organized, and efficient user management inside your WhatsApp CRM.

Follow the steps below to create a new role with customized permissions.

Steps to Create Roles and Permissions

Step 1 – Go to Create Role & Permission

From your Go4Whatsup dashboard, open the Role & Permission section.
This page allows you to manage user access for your entire team.

Step 2 – Click on Create Role

Click the Create Role button to start adding a new role.

Step 3 – Enter the Role Name

Provide a clear and meaningful Role Name (e.g., Sales Agent, Support Team, Manager, Billing Staff).

Step 4 – Add a Description (Optional)

You may add a short description to explain the purpose of this role.
This helps in future access management.

Step 5 – Assign Account Permissions

Under the Account Permissions section:

• Select the permissions you want to give to this role
  
  

• Tick the checkbox for each module or feature
  
  

• Only the selected sections will be visible to the users assigned to this role
  
  

This ensures proper access control, security, and workflow organization.

Step 6 – Submit

Click Submit.
Your role will be created successfully and will appear in the Role List. You can now assign this role to collaborators.

Video Guide

Watch the complete tutorial here:
🎥 https://www.youtube.com/watch?v=rsoqgNyd84A&ab_channel=Go4Whatsup

Why Roles & Permissions Are Important?

• Control what each collaborator can access
  
  

• Protect sensitive data inside the CRM
  
  

• Improve team productivity
  
  

• Assign different access levels for Sales, Support, Billing, and Admin
  
  

• Maintain secure and organized user management
  
  

FAQs (SEO-Optimized)

1. What are Roles & Permissions in Go4Whatsup?

They define what each team member can see, access, or manage inside the CRM.

2. Can I edit a role after creating it?

Yes, you can modify permissions anytime from the Role & Permission section.

3. How many roles can I create?

You can create unlimited roles, depending on your plan limitations.

4. Can I assign different permissions to different users?

Absolutely. Each collaborator can have a unique role with custom permissions.

5. Why are some sections not visible to a collaborator?

Those sections are disabled under the assigned Role & Permission.
Enable the required checkboxes to allow access.