ChatSyncs Team Setup: Roles, Permissions and Chat Assignment
Watch on YouTubeLesson 5 of 6
Learn how to set up your team and share customer conversations in ChatSyncs Shared Inbox. Create a team role, choose its permissions, add teammates with access to the right WhatsApp numbers, and assign each conversation to the person responsible. In this lesson: - Create or reuse a team role and review feature permissions. - Add teammates in User Manager and update or disable access. - Assign a conversation and find assigned chats under Mine. - Check role permissions when a teammate cannot see an assigned chat. - Leave internal notes to give the next teammate useful context. - Set up an internal group chat with selected members and choose its widget position. Internal notes stay inside your team’s workspace; they are not sent as WhatsApp replies to customers. The internal group chat is for teammates inside ChatSyncs, not a customer WhatsApp group. Video chapters Introduction Create a team role and set permissions Add teammates and manage access Assign conversations and use Mine Leave internal notes for handovers Set up internal group chat Recap
