How to select employee roles in Wazzup without getting lost in chats

Knowledge Base

Knowledge Base

How to select employee roles in Wazzup without getting lost in chats

In Wazzup, every employee has a role. It defines which chats they can see and whether they can message clients.

Contents

How to select roles to employees
What roles are available and what they do
Role assignment examples

How to select roles to employees

When setting up the CRM integration, the system will prompt you to assign roles to your team. Here's how:

1. Go to the "Integration with CRM" section.

2. Click "Select Roles" — a window will open where you can select roles.

What does "Receives new clients" mean? This toggle appears next to the role. If enabled, the employee will receive messages from new contacts that are not yet in your CRM. Handy if you want to catch all incoming messages first.

3. Click "Save" — and you're good to go.

What roles are available and what they do

There are three roles — pick the one that fits the employee's tasks:

Manager — has full visibility and messaging access. Can chat with any client and see all conversations. Ideal for sales team leads, handling big deals, or overseeing the entire picture.
Sales Rep — handles client communication and orders. Can only see chats with clients they're responsible for in the CRM. Other chats are hidden — helpful for staying focused.
Quality Control — observer role. Can't write messages but sees all managers' chats to monitor communication quality.

Just starting with Wazzup? Assign the "Manager" role to the CRM admin — it's the easiest way to test and configure. You can change or remove it later.

Role assignment examples

Here's how to distribute roles for different cases:

If each manager works only with their own clients	Select them the Sales Rep role. They'll only see their own chats — no distractions, no confusion.
If everyone needs to see all messages sent to the number	Select the Manager role. Great for support teams or online stores — anyone available can reply, no need to reassign chats manually.
If only one person answers messages from the channel	Go with Manager again. Even if something goes wrong with CRM responsibilities, they'll still see all incoming messages and be able to respond.