A team member, sometimes called an agent, works the inbox, CRM, and campaigns, and can manage quick replies in Settings. An admin gets everything a member does, plus Automation, and the rest of Settings: team and seats, billing, and WhatsApp channel connections. These limits are enforced on the server, not just hidden in the interface.
| Area | Admin (number connected) | Member | Admin (no number connected) |
|---|---|---|---|
| Home, Inbox, CRM, Campaigns | Yes | Yes | Home only |
| Automation | Yes | No | No |
| Settings: Workspace (team and seats, billing and plan) | Yes | No | No |
| Settings: Channels (WhatsApp and channels) | Yes | No | Yes |
| Settings: Messaging (quick replies) | Yes | Yes | No |
| Help | Yes | Yes | Yes |
A member's work area covers Home, Inbox, CRM, and Campaigns, plus Help. In Settings, a member only has the Messaging section, which is where quick replies live. Everything else in Settings, team, billing, channels, stays off their navigation.
This isn't just a hidden menu. Even navigating straight to a settings page's address doesn't get a member the screen behind it: the server checks the role again on every request.
An admin sees the same work area as a member, plus Automation, where the AI qualifier and auto-replies settings live. In Settings, an admin also reaches Workspace (team and seats, billing and plan) and Channels (WhatsApp and channels). Team and seats is also where your organization's roster is managed, see inviting teammates for how a new person joins.
An admin without a WhatsApp number connected sees a reduced work area, just Home, plus Help and Settings. Settings for that state only has the Channels section, since connecting a number is the thing to do first. Inbox, CRM, Campaigns, and Automation depend on a connected number and stay out of the navigation until one exists.
Both. The navigation only shows what your role and connection state allow, but the same restriction is checked again on the server for every request, so a member can't reach an admin-only screen by guessing or typing its address directly.