Organization Members in WapiKit represent the individuals who have access to your organization’s account. This feature enables team collaboration for managing WhatsApp marketing campaigns and customer conversations.

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Understanding Organization Members

Organization Members are users who have been granted access to your WapiKit organization. Each member has a specific role and permission level that determines what actions they can perform within the platform.

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Member Types

WapiKit supports two primary types of organization members:

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Organization Owner

  • The user who created the organization
  • Has full access to all features and settings
  • Can add, remove, and manage all other members
  • Can transfer ownership to another member if needed

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Team Members

  • Users invited to join the organization
  • Have access based on assigned roles and permissions
  • Can be assigned specific responsibilities (e.g., campaign management, customer support)
  • Can be removed or have permissions modified by the owner or administrators

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Adding Team Members

To add new members to your organization:

  1. Navigate to Settings > Team Members
  2. Click “Invite Team Member”
  3. Enter the email address of the person you want to invite
  4. Select their access level (Member)
  5. Assign specific roles (optional)
  6. Click “Send Invitation”

The invited user will receive an email with instructions to join your organization. They’ll need to create a WapiKit account if they don’t already have one.

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Managing Member Access

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Access Levels

WapiKit provides flexible access control for team members:

  • Owner: Full access to all organization settings and features
  • Member: Access to features based on assigned roles and permissions

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Role-Based Access Control

For more granular control, WapiKit offers role-based access control (RBAC). You can:

  1. Create custom roles with specific permissions
  2. Assign roles to team members
  3. Modify role permissions as needed
  4. Assign multiple roles to a single member

Learn more about Role-Based Access Control in our RBAC documentation.

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Team Collaboration Features

WapiKit provides several features to enhance team collaboration:

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Shared Inbox

  • All team members can view and respond to customer conversations based on their permissions
  • Conversations can be assigned to specific team members
  • Team members can transfer conversations to colleagues when needed

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Campaign Collaboration

  • Multiple team members can work on campaign creation and management
  • Campaign performance is visible to all members with appropriate permissions
  • Campaign templates can be shared across the team

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Activity Tracking

  • View which team member created or modified campaigns, contacts, and lists
  • Track conversation assignments and transfers
  • Monitor login activity for security purposes

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Member Settings

Each organization member can configure their individual settings:

  • Profile Information: Name, profile picture, contact details
  • Notification Preferences: Email and in-app notifications
  • Language Settings: Interface language preference
  • Password and Security: Two-factor authentication, password reset

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Best Practices

  • Follow the principle of least privilege: Grant team members only the permissions they need to perform their job
  • Regularly audit team access: Periodically review member access and remove unused accounts
  • Create role-based workflows: Establish clear processes for different team functions
  • Document responsibilities: Clearly define which team members handle specific types of campaigns or conversations
  • Train new members: Provide proper onboarding to ensure all team members understand how to use WapiKit effectively

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Next Steps

After setting up your organization members, you should:

  1. Configure role-based access control for more granular permissions
  2. Set up conversation assignment rules to distribute customer inquiries
  3. Create team-specific tags to organize work effectively

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