DoubleTick Docs
search
⌘Ctrlk
DoubleTick Docs
  • hand-waveDoubleTick Help Center
  • playGet Started with DoubleTick
    • Prerequisites for Onboarding
    • How to Onboard a Phone Number on DoubleTick (Cloud API)
    • How to Onboard a WhatsApp Business Phone Number on Coex
    • DoubleTick — EU GDPR Compliant & ISO 27001 Certified: What It Means for Your Data Security
  • Migration & Additional WABA
    • How to Onboard an Additional WABA in DoubleTick on Coexistence (Embedded Signup)
    • How to Onboard an Additional WABA in DoubleTick (Embedded Signup)
    • API to API Migration Guide: Migrating an Existing WhatsApp API Number to DoubleTick
    • How to Migrate a Phone Number from Co-existence (CoEx) to Co-existence (CoEx) on DoubleTick
  • facebookEceosystem
    • How to Create a Facebook Account
    • How to Create a Facebook Page for Your Business
    • How to Create a Meta Business Portfolio
    • How to Create an Ad Account
  • META Business Manager
    • Why Is Meta Business Manager Verification Important?
    • How to Do Meta Business Verification
    • How to Create a Meta Developer App
  • Display Name
    • What is a Display Name?
    • Display Name Guidelines for WhatsApp Business Platform
    • How to Change or Edit Your Display Name in DoubleTick
    • How to Appeal for a Rejected Display Name
  • Display Picture
    • Understanding Display Picture for Your WhatsApp API Number
    • How to Set or Change Display Image for Your DoubleTick Account
    • How to Change WhatsApp API Display Image from Facebook Business Manager
  • Official Business Accounts (OBA)
    • Understanding Official Business Accounts (OBA)
    • Eligibility Criteria for Official Business Accounts
    • How to Apply for an Official Business Account (OBA)
    • What If Your Official Business Account (OBA) Request Gets Rejected?
    • How to Apply for an Official Business Account (OBA) for a Coexistence Number
  • Account Quality
    • Understanding Account Quality
    • How to Check Account Quality in DoubleTick
    • How to Check Account Quality in Meta (FBM / WhatsApp Manager)
    • What to Do When Account Quality Drops (High to Medium or Low)
  • Messaging Limit
    • Understanding Messaging Limits
    • How to Check Messaging Limits on DoubleTick
    • How to Check Messaging Limits in Meta (FBM / WhatsApp Manager)
    • How to Increase Your WhatsApp Messaging Limit
  • commentsChat Management
    • Understanding the 24-Hour Conversation Window
    • Start a New Chat with Customers
    • Manage Customer Conversation on Chat Inbox
    • How to Use Customer Notes
    • How to Use Tags
    • How to Assign Chats
    • How to Block & Unblock Customers
    • How to Delete a Chat in DoubleTick
    • How to Manage Conversations
    • What is WhatsApp Opt-in and How to Manage It
    • How to Configure SLA (Service Level Agreement)
    • Forward Chat Message: Enhancing Communication Efficiency
    • How to Send Your Current Location from the DoubleTick iOS App
    • Collaborators — Share Access Instantly
    • Improved - Chat Tabs on the DoubleTick Mobile App
    • How to Send Audio Messages from DoubleTick Web
  • phone-volumeWhatsApp Calls
    • Business-Initiated Calling on DoubleTick – Complete Guide
    • Incoming WhatsApp Calling API – Your Complete Guide
  • bullhornBroadcast List
    • How to Import Customer Data
    • How to use Quick Import
    • How to Send and Schedule Broadcast Messages
    • How to Check Broadcast Summary
    • How to Re-Target Your Customers
    • How to Manage Broadcast List Access
    • How to Scheduled Broadcasts
    • Send Dynamic PDFs via DoubleTick WhatsApp Broadcast Using Google Sheets
    • How to Create Dynamic Broadcast Channel on DoubleTick
    • How to Import & Export Contacts Using Your Phone (Android Guide)
    • How to Import & Export Contacts Using Google Contacts (Web Guide)
  • comment-textTemplates
    • Template Categories in WhatsApp API
    • How to Create Message Templates
    • Check Message Template Status
    • Send Template Messages
    • Change Template Details
    • Fix Message Template Rejection
    • WhatsApp Forms
    • Create a Carousel Template Message
    • How to Send Dynamic content in a Single template with DoubleTick
    • How to Use Predefined Templates from Meta Business Suite
    • How to Create an Authentication Template Using Your Meta (FBM) Account
    • How to Appeal a Template Category Review
    • WhatsApp Improvement: Image Click Redirects to URL in Image Templates
  • userCustomers
    • Create Customer Segments
    • Using “All Of” and “Any Of” Tag Conditions for Customer Segmentation
    • Deleting Customers On DoubleTick
  • chart-simpleAnalytics
    • Setup Analytics
  • book-openREPORTS
    • How to Download and Export Reports in DoubleTick
  • users-medicalTeams
    • Invite Your Team Members
    • Accept Invitations and Log in to DoubleTick
    • Assign & Change Reporting Structure
    • Update a Team Member’s Name in DoubleTick.
  • robotBot Studio
    • Create and Manage Bots
    • Default Bots
    • Can’t See Default Bots in Bot Studio? — Here’s How to Fix It
    • Set Up Bot Triggers
    • Actions
  • message-botAI Agent
    • OpenAI Plans vs API Credits — Which One Should You Choose?
    • How Much Does One OpenAI API Call Cost?
    • ChatGPT Plus vs Pro — Do They Include API Credits?
    • How to Buy OpenAI API Credits and Add a Payment Method
    • How to Create an OpenAI Secret API Key and Connect It to DoubleTick
    • How to Set Up and Use the DoubleTick AI Bot
    • Using Intent Filters in DoubleTick AI Agent
    • Smarter AI Writing Assistance in Your Inbox
    • Weekly AI Chat Summary — Your Conversations, Simplified!
  • buyselladsAds Insights
    • How to Connect Your Facebook Ads Insights in DoubleTick
    • Resolving the 'Your Facebook Account Must Be Confirmed/Verified' Error on Ads Insights Section
  • gearSettings
    • Edit Your Profile Details
    • Push Notifications
    • Manage Roles
      • How to Use Organization Roles Feature
      • Understanding Organization Roles & Permissions in DoubleTick
      • How to Use WhatsApp Account Roles Feature
      • Understanding WhatsApp Account Roles & Permissions
      • How to Grant Phone Number Access to Agents with Custom Role In DoubleTick
      • Change Roles of Existing Team Members
    • Understanding Chat Activity Logs in DoubleTick
    • How to Use Custom Contact Fields
    • How to use Custom Nested Fields for CRM-grade Data
    • How to Create and Use Multi-Select List in Custom Contact Fields
    • IP Access Control in DoubleTick
    • Create and Use Quick Replies
    • How to Create and Use Quick Replies (with Media) on DoubleTick
    • How to Delete Multiple Tags in DoubleTick
    • Send Template Messages
    • Create a WhatsApp Widget on Website
    • How to Use Webhooks to Pass Events to Third-Party
    • Get Developer API
    • Single Sign-On (SSO) in DoubleTick
    • Understanding DoubleTick API Rate Limits
    • Understanding the “Enqueued” API Response for Template Messages
    • How to Manage Channels
    • How to Manage Billing & Invoices
    • Set Up Working Hours
    • Integrations
    • How To Enable Browser Push Notification For DoubleTick Messages
  • Workflows & Custom Integrations
    • Automatically Fix Phone Numbers with Country Code in DoubleTick
    • How to Send Dynamic PDFs in a Template Header Using Bot Studio
    • How to Automate Reminders for Template Button Selection in Your Bot
    • How to Record Customer Responses Using DoubleTick’s Bot Studio and Google Sheets Integration
    • How to Notify Agents on WhatsApp When Assigned a Lead in DoubleTick
    • How to Integrate WooCommerce with DoubleTick
    • Automating WhatsApp messages on DoubleTick on column updates on Google Sheet
    • Deep Linking into DoubleTick from Any CRM
    • DoubleTick – LeadSquared Integration
    • Appointment Booking on DoubleTick Using Zapier and Google Calendar
    • Automating Order Tracking with Doubletick, Google Sheets, and Zapier
    • How to Integrate My Operator with DoubleTick via Webhook to Send Templates
    • Indiamart & DoubleTick Integration
    • Streamline Appointment Booking on DoubleTick Using Zapier and Google Calendar
  • Developer Documentation
    • How to Log Out a Team Member Using DoubleTick’s Logout API
  • whatsappWhatsAPP BUSINESS API
    • WhatsApp API Conversations & Categories
    • How Conversation Charges Works
    • Manage and View Account Quality on Meta
    • Messaging Limits in WhatsApp API
    • Apply for WhatsApp Green Tick
    • Upcoming Changes to WhatsApp Messaging Limits – Effective October 7, 2025
    • Frictionless Messaging in DoubleTick
    • Business Portfolio Pacing – What It Is and How It Affects Your Messages
    • Template Pacing – What It Is and How It Affects Your Messages
    • Template Pacing vs. Portfolio Pacing – Key Differences Explained
  • circle-exclamationTroubleshoot Errors
    • Understanding the Error: “Business Eligibility Payment Issue” or “Unsupported Post Request”
    • Why Customers See “Waiting for this message. This may take a while” on WhatsApp
    • Fixing “Device time is not in sync with the Network” Error on Login Page
    • WhatsApp API Error: 131016 / 503 – Service Unavailable
    • Unsupported Post Request Error in DoubleTick
    • Understanding the Meta Error: New English Content Cannot Be Added While the Existing English Content
    • Troubleshoot Common WhatsApp API Errors
    • WhatsApp Says “Temporarily Unavailable”?
    • Per-User Marketing Template Message Limits
    • Unsupported Message: Understanding WhatsApp API Restrictions and How They Affect Communication
    • What is Frequency Capping
    • How to Link Your WhatsApp API Phone Number to a Facebook Page
    • How to Use DoubleTick? Product Feature Training Videos
    • How to Identify and Resolve Duplicate Keywords in Bot Configurations
    • Re-Engagement Error While Sending a Message in the Open Reply Window
    • How to Resolve the "Please Fill All Fields" Error in Templates On DoubleTick
    • How To Troubleshoot the "Spam Rate Limit Hit" Error in DoubleTick
    • How to resolve the "404 – File or Directory Not Found" error when exporting an Excel sheet?
    • How To Capture Details Using Webhooks And Condition
    • Understanding the “Only 30 Groups Can Be Created at One Time” Error in DoubleTick
    • Understanding WhatsApp Error Code 131056 (Pair Rate Limit)
    • Why Do I See a Difference Between META Ad Clicks and Chats Initiated on DoubleTick?
    • Error: Message Can’t Be Displayed on WhatsApp Web/Desktop
    • Troubleshooting Guide for “Failed to fetch” Error on DoubleTick Login
    • Understanding and Troubleshooting the "New Bot Failure Alert" Email
    • How To Login To DoubleTick
    • How To Logout From DoubleTick
    • Meta Pauses WhatsApp Marketing Messages for U.S. Customers
    • Important Update: WhatsApp Pricing Changes from October 1, 2025
    • Stay Ahead with WhatsApp: Important Updates from Meta
    • Marketing Messages Lite (MM Lite): All You Need to Know
  • 📲 Click-to-WhatsApp (CTWA)
    • How to Run Click-to-WhatsApp (CTWA) Ads on Meta and Connect Them with DoubleTick
    • Why Run Click-to-WhatsApp (CTWA) Ads with DoubleTick?
    • Prerequisites Checklist
    • CTWA guide
    • What Happens When a User Clicks the Ad?
    • Understanding the 72-Hour Free Messaging Window for CTWA Leads
    • How to Ensure CTWA Ads Only Generate Leads from the Facebook & Instagram Apps
    • How to Connect Your Lead Generation Ads to Google Sheets
  • Account Restrcited
    • Unblock Your WhatsApp API Account
    • 10 Golden Rules to Protect Your WhatsApp API Number
  • Conversion API
    • Supercharge Your WhatsApp Marketing with the Conversions API Add-On in DoubleTick
    • Conversions API on DoubleTick — Implementation Guide (step-by-step)
    • Fix: Facebook Conversion Events error in your DoubleTick bot
  • Enterprise Analytics
    • Unlock Business Efficiency with Enterprise Analytics in DoubleTick
    • How to Create and Save a Report in Enterprise Analytics
  • whatsappCo-Existence
    • Getting Started with Co-Existence
    • How to Onboard a WhatsApp Business Phone Number on Coex
    • Benefits of Co-Existence with DoubleTick
    • Limitations & Restrictions of Co-Existence
    • Co-Existence vs WhatsApp Business API
    • FAQs – WhatsApp Coexistence with DoubleTick
  • bullseye-arrowCTWA Retargeting
    • What Is CTWA Retargeting and Why It Matters for Your Business
    • How CTWA Retargeting Works with DoubleTick
    • Benefits and Real-World Use Cases of CTWA Retargeting
    • Creating a Custom Audience for CTWA Retargeting Using Your DoubleTick Leads
    • Using Your CTWA Custom Audience in Meta Ads Manager
gitbookPowered by GitBook
block-quoteOn this pagechevron-down
  1. gearSettings

Manage Roles

Learn how to manage roles on DoubleTick. Restrict access to specific features based on team responsibilities, ensuring secure and efficient collaboration

How to Use Organization Roles Featurechevron-rightUnderstanding Organization Roles & Permissions in DoubleTickchevron-rightHow to Use WhatsApp Account Roles Featurechevron-rightUnderstanding WhatsApp Account Roles & Permissionschevron-rightHow to Grant Phone Number Access to Agents with Custom Role In DoubleTickchevron-rightChange Roles of Existing Team Memberschevron-right
PreviousPush Notification Troubleshooting by Phone Modelchevron-leftNextHow to Use Organization Roles Featurechevron-right

Last updated 1 month ago