DoubleTick Docs
DoubleTick Docs
  • DoubleTick Help Center
  • Get Started with DoubleTick
    • Pre-requisites for Onboarding
    • How to Do Meta Facebook Business Verification
  • Chat Management
    • 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 Manage Conversations
    • What is WhatsApp Opt-in and How to Manage It
    • How to Configure SLA (Service Level Agreement)
  • Broadcast List
    • How to Import Customer Data
    • 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
  • Templates
    • Template Categories in WhatsApp API
    • How to Create Message Templates
      • Know the Basic Info for Template Creation
      • How to Use the Content Section in Template
      • How to Add Buttons in Message Template
      • How to use Variables in Message Template
      • How to Preview the Message Template
    • 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
  • Customers
    • Create Customer Segments
    • Deleting Customers On DoubleTick
  • Analytics
    • Setup Analytics
  • REPORTS
    • How to Download and Export Reports in DoubleTick
  • Teams
    • Invite Your Team Members
    • Accept Invitations and Log in to DoubleTick
    • Assign & Change Reporting Structure
    • Update a Team Member’s Name in DoubleTick.
  • Bot Studio
    • Create and Manage Bots
    • Create Order Bot
    • Set Up Welcome Bot
    • Set Up Stop Bot
    • Set Up Bot Triggers
    • How to Notify Agents on WhatsApp When Assigned a Lead in DoubleTick
    • Fixing Webhook Phone Numbers: Add Country Codes Automatically
    • How to Integrate WooCommerce with DoubleTick
    • How to Record Customer Responses Using DoubleTick’s Bot Studio and Google Sheets Integration
    • Actions
      • Assign Agent to Customer's Chat
      • How to Use the Close Conversation Feature
      • How to Use Condition Action
      • How to Set Up Google Sheet Action
      • What is WhatsApp Opt-Out and How to Manage It
      • How to Send Interactive List Messages
      • How to Send Interactive Messages
      • How to Send Multimedia Messages
      • How to Set Customer Attributes
      • How to Set Tags
      • How to Set Time Delay on Chatbot
      • How to Set Wait Till Action on Chatbot
      • Condition Action In Chat Bot
  • Settings
    • Edit Your Profile Details
    • Manage Roles
      • How to Use Organization Roles Feature
      • How to Use WhatsApp Account Roles Feature
      • How to Grant Phone Number Access to Agents with Custom Role In DoubleTick
      • Change Roles of Existing Team Members
    • How to Use Custom Contact Fields
    • Create and Use Quick Replies
    • Send Template Messages
    • Create a WhatsApp Widget on Website
    • How to Use Webhooks to Pass Events to Third-Party
    • Get Developer API
    • How to Manage Channels
    • How to Manage Billing & Invoices
      • How to Find the Invoice in DoubleTick
      • How to Update Billing Details in DoubleTick
    • Set Up Working Hours
    • Integrations
      • Streamline Appointment Booking on DoubleTick Using Zapier and Google Calendar
      • Automating WhatsApp messages on DoubleTick on column updates on Google Sheet
      • Automatic updates from Gsheet Database
      • Tally Prime Integration
    • How To Enable Browser Push Notification For DoubleTick Messages
    • How to Update Your Display Name On Facebook Business Account
  • WhatsAPP BUSINESS API
    • WhatsApp API Conversations & Categories
    • How Conversation Charges Works
    • Manage and View Account Quality on Meta
    • Messaging Limits in WhatsApp API
    • Unblock Your WhatsApp API Account
    • Change Your Display Name in Meta WhatsApp Manager
    • Apply for WhatsApp Green Tick
    • How To Update the Display Picture (DP) in Facebook Business Manager
  • Troubleshoot Errors
    • Troubleshoot Common WhatsApp API Errors
    • Per-User Marketing Template Message Limits
    • Unsupported Message: Understanding WhatsApp API Restrictions and How They Affect Communication
    • What is Frequency Capping
      • How Frequency Capping Works
    • How to Link Your WhatsApp API Phone Number to a Facebook Page
    • How to Use DoubleTick? Product Feature Training Videos
    • How To Resolve META Maintaining Healthy Ecosystem Delivery Error: A Step-by-Step Guide
  • How to Identify and Resolve Duplicate Keywords in Bot Configurations
  • Logging Out A Member From All Devices in DoubleTick
  • How to Use Newline Characters in Template Variables In DoubleTick
  • How To Login To DoubleTick
  • How To Logout From DoubleTick
  • 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?
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Manage Roles

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

PreviousEdit Your Profile DetailsNextHow to Use Organization Roles Feature

Last updated 8 months ago

How to Use Organization Roles Feature
How to Use WhatsApp Account Roles Feature
How to Grant Phone Number Access to Agents with Custom Role In DoubleTick
Change Roles of Existing Team Members