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  • hand-waveDoubleTick Help Center
  • playGet Started with DoubleTick
    • Prerequisites for Onboarding
    • Display Name Approval
    • How to Do Meta Facebook Business Verification
    • How to Onboard a Phone Number on DoubleTick (Cloud API)
    • DoubleTick — EU GDPR Compliant & ISO 27001 Certified: What It Means for Your Data Security
  • facebookMeta Business Setup Guide
    • 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 a Meta Developer App
  • commentsChat 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 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
  • 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 request 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
    • 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
    • How to Automate Reminders for Template Button Selection in Your Bot
    • Why You Should Use “Send Interactive Message” Instead of “Send Template” in Bot Studio
    • How to Send Dynamic PDFs in a Template Header Using Bot Studio
  • 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!
  • Ads 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
    • 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
    • Single Sign-On (SSO) in DoubleTick
    • How To Enable Browser Push Notification For DoubleTick Messages
    • How to Update Your Display Name On Facebook Business Account
    • Appointment Booking on DoubleTick Using Zapier and Google Calendar
    • How to Integrate QuickSell with DoubleTick
    • How to Create a "Lead Stage" Contact Field in DoubleTick
    • WooCommerce Integration With DoubleTick!
  • whatsappWhatsAPP 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 Set/Change Display Image for Your DoubleTick API Number
    • 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
    • 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
    • Logging Out A Member From All Devices 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?
  • How To Capture Details Using Webhooks And Condition
  • Understanding the “Only 30 Groups Can Be Created at One Time” Error in DoubleTick
  • Stay Ahead with WhatsApp: Important Updates from Meta
  • Important Update: WhatsApp Pricing Changes from October 1, 2025
  • Meta Pauses WhatsApp Marketing Messages for U.S. Customers
  • Understanding and Troubleshooting the "New Bot Failure Alert" Email
  • Marketing Messages Lite (MM Lite): All You Need to Know
  • Why Do I See a Difference Between META Ad Clicks and Chats Initiated on DoubleTick?
  • Understanding WhatsApp Error Code 131056 (Pair Rate Limit)
  • Error: Message Can’t Be Displayed on WhatsApp Web/Desktop
  • Troubleshooting Guide for “Failed to fetch” Error on DoubleTick Login
  • 📲 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
  • The Ultimate Playbook to Keep Your DoubleTick WhatsApp API Number Safe & Thriving
  • 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
  • whatsappCo-Existence
    • Getting Started with Co-Existence
    • Onboarding Existing WhatsApp Business App Numbers
    • 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
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  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 13 days ago