Why it matters
Roles help you manage access across your organization. By assigning the right permissions to each user, you can ensure team members have access to the actions they need while preventing changes to areas outside their responsibilities.
Key Concepts
Admin Default: A built-in role with full workspace access. Admins can manage users, channels, and resources, but cannot manage billing.
User Default: A built-in role with limited access. Users can send messages, run campaigns, and make calls, but cannot modify organization settings.
Custom Role: A role you create and manage. Custom roles allow you to define specific permissions based on your team's responsibilities.
Permissions: Individual actions users can perform within Whippy, such as managing campaigns, channels, or users.
Step-by-Step: Create a Custom Role
Navigate to Settings → Users and Teams → Roles.
2. Click + Add role.
3. Enter a Role name. Use a clear, functional name such as CS Agent, Recruiter, or Developer.
4. (Optional) Add a Description to explain the role's purpose.
5. Configure Permissions by browsing permission categories or using the search bar.
6. Select only the permissions required for the role. To grant all permissions, select All Permissions.
7. Click Add role to save.
8. See below to what your page will look like with Saved Roles
Tips and Best Practices
Use role names that clearly reflect job responsibilities.
Follow the principle of least privilege and grant only the permissions users need.
Add descriptions to help administrators understand the purpose of each role.
Review custom roles regularly to ensure permissions remain appropriate as teams evolve.
Use the permission search bar to quickly locate specific permissions.
Troubleshooting
Issue | Possible Cause | Fix |
User cannot perform an action | Required permission is not assigned to their role | Edit the role and enable the necessary permission |
User can access actions they should not have | Role has excessive permissions | Review the role and remove unnecessary permissions |
Cannot find a custom role | Role may have been deleted or renamed | Review the Custom Roles section and verify role settings |
Changes are not reflected for a user | User is assigned to a different role | Confirm the user's assigned role and update if needed |
Default Roles
Role | Description |
Admin Default | Full workspace access. Can manage users, channels, and all resources except billing. |
User Default | Limited access. Can send messages, run campaigns, and make calls. Cannot change organization settings. |
Custom Role | A role you define with specific permissions. Custom roles can be added, edited, or removed at any time. |
Note
Roles control what users can do, not what they can see. Roles can restrict actions such as creating campaigns or managing channels, but they do not hide interface elements such as billing or account details.