Why it matters
The Users settings control who can access your organisation in Whippy, what permissions they have, and which channels they can use. Keeping these settings organised ensures the right people have the right level of access, improves security, and maintains a clean administrative structure.
Key Concepts
Users: All active members of your organisation.
Roles: Permission sets that define what each user can do in Whippy.
Invites: Pending or expired invitations sent to new users.
Channel Access: Determines which channels a user can view and operate.
MFA Status: Indicates whether a user has multi-factor authentication enabled.
Step-by-Step: Manage User Settings
Open Users Settings
Go to Settings → Organisation Settings → Users.
The Users section has three tabs: Users, Roles, and Invites.
Users Tab
View and search users
See all users in your organisation along with:
Profile picture
Name
Email
Assigned roles
MFA status
Channel access
Actions menu
Use the search bar to find users by name or email.
Apply quick or advanced filters to refine the user list.
Invite new users
Click Invite users in the top right corner.
Enter the user’s email address.
Select the channels the user should have access to.
Click Invite user to send the invitation.
Manage user channel access
Open the Actions menu (three vertical dots) beside a user.
Options include:
Permissions (view full permission details)
Make admin
Remove from channel
Disable user
Channel access can be modified based on your role and permissions.
Copy user email
Hover over the user’s email to display the copy option.
Roles Tab
View existing roles
See all roles with details including:
Role name
Status
Created and updated timestamps
Creator and last editor
Sort or filter roles as needed.
Create a new role
Click Create role.
Enter a role name.
Choose permissions across categories such as:
Channels
Contacts
API keys
Webhooks
AI agents
Campaigns
Custom data and reports
Sequences, templates, tags, teams, users, and more
Click Save changes to create the role.
Edit or delete a role
Open the Actions menu beside a role.
Choose Edit to adjust permissions, or Delete to remove the role.
When editing, modify the role name or permissions, then click Save changes.
Invites Tab
View user invitations
See all pending, active, or expired invitations.
Columns include:
Email
Channel access
Assigned roles
Date invited
Expiry status
Actions menu
Manage invitations
Use the Actions menu to:
Resend invite
Cancel invite
Search and filter invitations
Use search, filters, and sorting options to manage large invitation lists.
Tips and Best Practices
Assign roles instead of customising permissions user-by-user; this keeps permissions consistent.
Regularly review MFA status to ensure organisation-wide security.
Disable users who no longer need access instead of deleting them immediately.
Use descriptive role names (for example, Support Manager, Sales Rep) to make permissions clear.
Before deleting a role, verify that no active users depend on that role.
Troubleshooting
Issue | Possible Cause | Fix |
User cannot access a channel | Channel not assigned | Edit the user’s channel access via the Actions menu. |
Invite not received | Email typo or spam filtering | Re-send the invite and verify email address. |
Permission errors for a user | Incorrect or missing role permissions | Edit the assigned role or create a new role with the required access. |
User still appears active after departure | User not disabled | Use Disable user in the Actions menu. |