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Workspace

Team

Who can get into this workspace, what each of them is allowed to do, and how they sign in.

You cannot manage the team

Only owners and admins can see who is in this workspace and change what they can do. Ask one of them if you need something changed. The roles below explain what each role is allowed to do.

Two-factor authentication

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Invite a teammate

Dutavo does not email invites — you get a link to send them yourself.

This link works once and expires soon. Send it to them yourself.

Pending invites

Resending mints a new link and stops the old one working.

Members

Suspending someone signs them out everywhere and keeps their account.

Roles and permissions

Four roles, from most to least. You can only give someone a role at or below your own.

Owner

owner

Runs the workspace and answers for it.

  • Everything an admin can do.
  • Set rules that bind the whole workspace — for example requiring two-factor authentication from everyone.
  • Change the plan, the payment details and who gets the invoices.
  • Nothing is held back from an owner.

A workspace always keeps at least one owner. The last one cannot be demoted, suspended or removed.

Every permission, including tenant:manage

Admin

admin

Runs the workspace day to day.

  • Invite people, change their roles, suspend and remove them.
  • Connect WhatsApp numbers, and manage API keys and webhooks.
  • Write, send and schedule anything: messages, templates, campaigns, contacts.
  • Read analytics and the activity log, and change workspace settings and billing.
  • Change workspace-wide security rules such as requiring two-factor authentication for everyone.

Every permission except tenant:manage

Agent

agent

Talks to customers.

  • Read and reply to conversations in the team inbox.
  • Add, edit and export contacts, and mark a contact as opted out.
  • Use templates that already exist, and read analytics.
  • Create or change templates.
  • Re-opt a contact back in after they replied STOP.
  • Run campaigns, manage numbers, keys, webhooks, the team, billing or settings.

messages:send, messages:read, contacts:read, contacts:write, contacts:export, templates:read, analytics:read

Analyst

analyst

Looks, never touches.

  • Read conversations, contacts, templates and analytics.
  • Send a message or reply to anyone.
  • Change any record, setting or person in the workspace.

The safest role for someone who only needs the numbers.

messages:read, contacts:read, templates:read, analytics:read

ESC