Features / Team Roles & Permissions

The right access for every person on your team

When a business grows from one phone to a team of five, the shared password and the shared WhatsApp number become a risk. Someone changes a product by mistake, a lead goes to the wrong person, and nobody knows who did what.

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Team Roles & Permissions, from your Dub Ai team on WhatsApp.

Team Roles & Permissions

Dub Ai lets you decide who can do what. Agents reply to customers and handle their own leads. Admins can ask for reports or update products. Owners decide which numbers can manage the business. Sensitive actions need a password and a confirmation, and an activity log records every change.

What you get

Role-based access for owners, admins and agents
Human agents assigned by category, such as corporate orders or a service line
Lead alerts sent to the right agent, not the whole team
Password-protected admin actions with confirmation
An activity log of what was changed and by whom
Add, remove or reassign agents by message

Step by step

How it works

Step 1

Choose who can manage the business

You decide which phone numbers have owner or admin access, and which are agents.

Step 2

Assign agents by category

Enquiries about a product line or service go to the person who handles it, and that agent is alerted on WhatsApp.

Step 3

Change the team by message

Add, remove or reassign an agent at any time by sending a message to your admin assistant.

Made for

Who it is for

Businesses where more than one person talks to customers, and the owner wants control without checking every chat.

Clinics with front-desk and coordinator teams
Real estate agencies with several agents
Online shops with sales and support staff
Restaurants and catering with separate event enquiries
Agencies and consultants with account managers

Questions

FAQ

Can an agent see everything in the business?

No. Agents work with the customers and leads assigned to them. Reports, product changes and team settings stay with the people you give that access to.

What stops someone making a wrong change?

Sensitive actions by the admin agent are protected by a password and need confirmation. The activity log shows what was changed and by whom, so a mistake can be traced and corrected.

What happens when a staff member leaves?

Send a message to your admin assistant to remove them or reassign their leads. Their access ends, and their customers move to the person you choose.

Does the AI assistant replace my team?

No. The assistant answers routine questions and hands leads to your people by category. Your team does the selling and the decisions, with the context already in the chat.