The Role and Permission section in Go4WhatsUp CRM allows you to define what each collaborator can access and perform inside the system.

By creating roles with specific permissions, you can secure sensitive data, avoid mistakes, and organize your team efficiently based on job responsibilities.

Why Roles & Permissions Are Important

Using roles and permissions helps you:

• Control access to sensitive features (payments, settings, integrations)

• Assign only the required access to each team member

• Prevent accidental deletion or misuse of data

• Organize collaborators by job role (Admin, Sales, Support, Marketing)

Example

• Manager Role → Full access to all modules

• Support Agent Role → Can only view and reply to tickets

How to Create a Role in Go4WhatsUp

Step 1: Create a Role

1. Click Create Role

2. Enter:

   • Role Name (e.g., Sales Agent, Support Agent)

   • Description (purpose of the role)

Step 2: Assign Permissions

For each module (Campaigns, Tickets, Sales, etc.), select what this role can do:

• Create → Add new records

• Update → Edit existing records

• View → Read-only access

• Delete → Remove records

• All → Full access to that module

If no role exists, create a new one before assigning permissions.

Step 3: Save the Role

• Click Save

• The role appears in the Role Listing Table

• This role can now be assigned to collaborators

Step 4: Manage Existing Roles

• View → Click the eye icon to see permissions

• Edit → Modify permissions anytime

• Delete → Remove role if no collaborator is assigned

Create Role Screen – Field Details

Field	Description
Role Name	Name of the role (Manager, Sales Executive, Support Agent)
Description	Short explanation of the role
Permissions	Granular access control for each Go4WhatsUp module

Permission Categories in Go4WhatsUp

For each module, choose Create / Update / View / Delete / All

1. Campaign

• Campaign Message

• Campaign History

• Social Campaign

2. Manage Template

• Control access to WhatsApp template creation, update, and deletion

3. Groups & Collaborators

• Manage Group

• Manage Collaborator

• Role and Permission

4. Chatbot

• Normal Chatbot

• Advanced Chatbot

• Broadcast Chatbot

5. Integrations

• Shopify

• WooCommerce

• Zoho

• HubSpot

• Pabbly

• Calendly

• Odoo

• Google Sheets

• Acuity

6. Sales

• Orders

• Products

• Services

• Categories

• Payment Gateway

• Appointments

7. Analytics & Automation

• Analytics dashboards

• Automation flows

8. Ticket Manager

• Ticket Groups

• Broadcast

• Chatting

• Collaborators

• Tickets

• Recent Messages

9. Loyalty Points & Catalog

• Loyalty programs

• Product catalog

• Catalog orders

• Payments

10. Reports

• View and download business reports

11. Developer & Webhooks

• Developer API access

• Webhooks

Roles and Permission Listing Screen

Displays all created roles in a table format.

Field	Description
S.No.	Serial number
Name	Role name
Description	Role details
Actions	View / Edit / Delete

Use Case Example

Protecting Sensitive Data

Scenario:

• You create a role called Support Agent

• Permissions:

  • View & Update Tickets

  • ❌ No access to Payments, Campaigns, or Settings

Result:

• Support agents handle customer tickets efficiently

• Sensitive business data remains secure

Tips & Best Practices

• Use “All” permission sparingly (only for Admin or Manager roles)

• Define roles by function: Sales, Support, Marketing, Admin

• Review roles quarterly

• Delete unused roles to reduce risk

• Never give payment or integration access to non-admin users

FAQs – Role and Permission in Go4WhatsUp

1. What is a role in Go4WhatsUp?

A role defines what actions a collaborator can perform inside the CRM.

2. Can I edit role permissions later?

Yes. Roles can be edited anytime, and changes apply immediately.

3. What happens if I delete a role?

A role can only be deleted if it is not assigned to any collaborator.

4. What does “All” permission mean?

It gives full access (Create, Update, View, Delete) to that module.

5. Can one collaborator have multiple roles?

No. One collaborator can have only one role at a time.

6. Who should have Admin-level permissions?

Only trusted users like business owners or senior managers.

7. Do roles affect WhatsApp message sending?

Yes. Permissions control access to campaigns, templates, and chat features.