2. Users and permissions

Give each colleague the access they need through Settings → Team. Choose their account role, then add them to the workspaces where they will handle conversations.

Admins manage the business and team. Members work in their assigned workspaces. Account roles and workspace membership are separate settings.

Invitations

Select Invite.
Enter Email and choose Role: Admin or Member.
Select Invite and have the person complete acceptance.
Add them to the relevant workspace's Members.

User management

Use the available actions for the user's current state:

Resend / Revoke: manage a pending invitation.
Sign out: sign out an existing user.
Remove: remove an eligible user from the business.
Reinstate: restore a removed user with the selected role.

Removal reserves the account identity; it does not free the email address for another business.

Role permissions

Capability	Admin	Member
Open workspace conversations and reports	All workspaces	Member workspaces
Reply, note, assign, close and snooze	Yes	Accessible conversations
Create/edit contacts; block/unblock	Yes	Yes
Merge/delete contacts; delete conversations	Yes	No
Add/manage knowledge sources	Yes	Yes
Create/rename/delete knowledge bases	Yes	No
Approve/reject suggested FAQs	Yes	No
Configure agents, widgets, channels and workspaces	Yes	No
Manage business, team, billing and attribute/tag definitions	Yes	No
Maintain shared canned responses	Yes	Use existing responses
Personal profile and notification preferences	Yes	Yes

Seats and admin requirements

Free includes two seats; paid plans display unlimited seats with an operational ceiling of 1,000. The app prevents removing or demoting the last admin. Check the account's displayed seat usage before sending invitations or reinstating users.

Business approval and blocking

Approval permits gated customer-email sending, WhatsApp template actions and help-centre publication when the other prerequisites are met. Withdrawing it removes those permissions and pauses public help-centre availability. Blocking is broader: it restricts business operation and detaches WhatsApp connections. Unblocking does not automatically reconnect a detached channel. Approval and blocking are independent states and do not mean Meta verification.