← Back to Features
👥 Team

Roles & Permissions

Manage your entire WhatsApp team from one place. Assign agents, set permissions, track performance, and ensure every customer gets served by the right person.

Unlimited agents on Scale
Granular access control
Performance tracking
3
Role types (Admin/Manager/Agent)
Auto
Conversation assignment
Real-time
Team performance reports
SLA
Response time tracking

Your whole team. One WhatsApp inbox.

Multiple agents can handle conversations simultaneously from a single WhatsApp number. Assign conversations automatically by department or manually to specific agents. Track response times and resolution rates for every team member.

  • Shared team inbox — one number, multiple agents
  • Auto-assign conversations by keyword or department
  • Admin, Manager, and Agent role types
  • Private agent notes on customer conversations
  • Response time SLA tracking and alerts
  • Individual and team performance dashboards
Team Overview
Priya · Agent
12 resolvedOnline
Rahul · Agent
8 resolvedBusy
Neha · Manager
MonitoringOnline
Real Business Example

How a 20-person sales team scaled without chaos

A property sales team scaled from 3 to 20 agents in 6 months. Without role controls, everyone had access to everything. With Engageto's permission system, each person sees exactly what they need.

1
Admin role set for the founder — full platform access, billing, and settings
2
Manager role for 2 team leads — can run campaigns and view analytics, no billing
3
Agent role for 17 reps — reply to chats, view their own leads, no campaign access
4
Audit log tracks every action — who sent what, when, and to whom
5
Zero conflicts — no agent can accidentally launch a campaign or export contact data
👥 20 agents · 0 conflicts · Full audit log · Clean separation
Team Roles · Property Sales Team · 20 members 🔒 Permission Matrix · the team BroadcastAnalyticsSettingsBilling F Founder · Admin Full platform control M Team Leads · Manager (×2) Campaigns + analytics · No billing A Sales Agents · (×17) Reply + CRM view only · No campaigns 🔍 Live Audit Trail 10:42 · Founder · Campaign "Flash Sale" launched · 32K recipients 10:44 · Manager Priya · CRM stage updated · Lead: Ankit S. → Stage 2 10:47 · Agent Rahul · Replied to lead · Chat: Site visit query 10:32 · Agent Meera · Attempted to access Campaigns · Blocked 🚫 10:30 · Settings · New agent added: Rohit K. · Role: Sales Agent Team Outcome ✓ Zero permission conflicts since setup | ✓ 0 data leaks | ✓ 20 agents, clean roles Scaled from 3 to 20 agents in 6 months without losing control of data or campaigns

Your whole team. One WhatsApp number. Zero chaos.

From solo founders to 50-person support teams