Every member of your WAX organization has a role. The role decides which pages they see and what they can do. Give everyone the most limited role that lets them do their job: if an account is compromised, the attacker can only do what that role allows.
Owners and Admins manage roles in Settings > Members.
Roles at a glance
Owner | All rights. Only an Owner can make someone an Owner, or change or remove an Owner. |
Admin | All rights: members, billing, security, contact exports. |
Manager | The whole product, except members, billing, security settings, and exporting or bulk deleting contacts. |
Campaign coordinator | Creates and sends campaigns, creates, edits and activates automations, manages lists, segments and templates. |
Content creator | Like a campaign coordinator, but cannot send a campaign or activate an automation, and cannot edit a scheduled campaign or an active automation. |
Analyst | Reads campaigns, automations, audience and analytics, and exports analytics. Changes nothing and has no inbox. |
Support | The inbox only: read and answer conversations. |
Members added before roles existed became Managers, and admins stayed Admins. Review each member's role.
Inbox
Action | Owner | Admin | Manager | Campaign coordinator | Content creator | Analyst | Support |
Read and answer conversations, send a template | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
See a contact's message history | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Campaigns
Action | Owner | Admin | Manager | Campaign coordinator | Content creator | Analyst | Support |
See campaigns and their results | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Create, edit, duplicate, delete a draft, send a test | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Send, schedule, pause, stop a campaign, edit a scheduled campaign | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
Automations, greeting message and opt-out
Action | Owner | Admin | Manager | Campaign coordinator | Content creator | Analyst | Support |
See automations, their performance and activity | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Create and edit an inactive automation, send a test | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Activate or deactivate, edit an active automation, retry failed steps | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
Templates
Action | Owner | Admin | Manager | Campaign coordinator | Content creator | Analyst | Support |
See templates | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Create, edit, submit to Meta | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Audience
Action | Owner | Admin | Manager | Campaign coordinator | Content creator | Analyst | Support |
See contacts, lists and segments | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Create, edit, delete lists and segments | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Create, edit, delete contacts | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
Import contacts | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
Export contacts, lists or contact replies (CSV) | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
Bulk delete contacts | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
Analytics
Action | Owner | Admin | Manager | Campaign coordinator | Content creator | Analyst | Support |
See analytics and the home page | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Export analytics (aggregate statistics) | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ | ❌ |
AI agent
Action | Owner | Admin | Manager | Campaign coordinator | Content creator | Analyst | Support |
Set up the AI agent and its knowledge base | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
Integrations and channels
Action | Owner | Admin | Manager | Campaign coordinator | Content creator | Analyst | Support |
See installed integrations | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ | ❌ |
Connect, configure, disconnect an integration | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
Manage the WhatsApp account, phone numbers, catalog, chat widget, RCS agents and SMS sender | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
Organization
Action | Owner | Admin | Manager | Campaign coordinator | Content creator | Analyst | Support |
Members and roles, billing, MFA, API token, activity log, region and currency, shortlink domain, messaging window, contact attributes | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
MCP apps (Claude, ChatGPT…) | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Good to know
Only Owners and Admins can see the organization's API token: it opens the whole API.
A member's MCP apps follow their role: an Analyst cannot create a campaign from Claude or ChatGPT.
A Content creator can prepare a campaign or an automation, but a Campaign coordinator, Manager or Admin has to send or activate it.
Some integrations (and sharing them between organizations) can only be connected by an Owner or Admin.
