Swapnika Nag
|
May 2, 2024
Introducing Team Access
When you have a large number of official WhatsApp groups / chats across numbers in your organization, a common pattern of issues emerges:
1. People have NO VISIBILITY into important chats, leading to missed follow ups and loss of revenue
2. People are on TOO MANY unnecessary groups, causing an information overload and missed messages
3. There is no ability to control access to sensitive or need-to-know information
✅ Today we introduce granular team access to ALL WhatsApp chats across your organization. You can now enable team access to all chats of specific phones, all chats with specific labels, or select chats only.
Access Control Roles on Periskope
For each workspace, a user can have one of the following roles:
Admin - user has access to all WhatsApp groups & chats across all connected numbers
Member - user has access to a restricted set of groups / 1:1 chats you have given them access to. Read how you can manage access for members in the next section
User roles can be chosen at the time of inviting them (settings > team > Invite team)
Managing Granular Access for Members
You can manage access for ‘members’ at 3 levels:
Phone level access: If you have multiple WhatsApp numbers connected to a workspace, you can give users access to specific numbers. Users can only see and respond to chats of the selected numbers. You can set this from settings > team > member access (click on 3 dots next to any member)
Label level access: you can give members access to chats / groups with specific labels. Labels are fully customizable. Users with label level access cannot see groups / chats and contacts with different labels. You can set this from settings > team > member access (click on 3 dots next to any member)
Chat level access: you can override the levels of access above and give users access to specific groups chats across numbers. You can do this from chat list > select chats > add member (when you right click on selected chats)
If you’d like to see this feature live, request a demo today or signup to a 14-day free trial on Periskope
We are launching a host of new features over the next couple of days. Keep an eye out here to learn all the ways you can manage and automate your WhatsApp at scale.
