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  • DoubleTick Help Center
    • Prerequisites for Onboarding
    • How to Onboard a Phone Number on DoubleTick (Cloud API)
    • How to Onboard a WhatsApp Business Phone Number on Coex
    • How DoubleTick Keeps Your Data Safe & Compliant
    • How to Connect your Instagram Account
    • 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)
    • How to Migrate a WhatsApp Number from Coexistence to Cloud API on DoubleTick
    • How to Migrate a WhatsApp Number from Cloud API to Coexistence on DoubleTick
    • 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
    • How to Check Which Phone Number Receives Your Facebook Two-Factor Authentication Code
    • How to Disable 2-Factor Authentication (2FA) on Facebook
    • How to Change Two-Factor Authentication from WhatsApp/SMS to Google Authenticator on Facebook
    • How to Disable Two-Step Verification for Your WhatsApp API Number
    • Why Is Meta Business Manager Verification Important?
    • How to Do Meta Business Verification
    • How to Create a Meta Developer App
    • Get Your FBM Verified Faster via Partner Led Business Verification
    • 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
    • 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
    • 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
    • Frequently Asked Questions
    • 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)
    • 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
    • How to Generate WhatsApp Link and QR Code in DoubleTick
    • 3 Use Cases of WhatsApp Link + QR Code (With Outcomes)
    • How to Build Automation Journeys Using WhatsApp Links and QR Codes in DoubleTick
    • Understanding the 24-Hour Conversation Window
    • Start a New Chat with Customers
    • Navigating the Inbox: Left Panel Overview
    • 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
    • Forward Chat Message: Enhancing Communication Efficiency
    • How to Send Your Current Location from the DoubleTick iOS App
    • How to Use Global Message Search in DoubleTick
    • How to Use Individual Chat Search in DoubleTick
    • How to Send a Location on DoubleTick Android App
    • Collaborators — Share Access Instantly
    • Improved - Chat Tabs on the DoubleTick Mobile App
    • How to Send Audio Messages from DoubleTick Web
    • Understanding Agent Availability (Web & Android)
    • Understanding Whatsapp Groups
    • How to Create a WhatsApp Group on DoubleTick
    • How to Send an Invitation to Join a WhatsApp Group on DoubleTick
    • How to Join a WhatsApp Group on DoubleTick Using an Invite Link
    • Message Conversation Charges in WhatsApp Groups
    • How to use WhatsApp Group Collaborators
    • Business-Initiated Calling on DoubleTick – Complete Guide
    • Incoming WhatsApp Calling API – Your Complete Guide
    • Call Transcription & Summarization
    • How to use Calling License
    • 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)
    • How to Create a Voice AI Agent in DoubleTick
    • How to Test Your Voice AI Agent
    • How to Create WhatsApp Voice Call Campaigns
    • Introduction to DoubleTick Telephony
    • Understanding the Templates Page
    • Understanding WhatsApp Message Template Categories
    • How to Create a Message Template
    • How to Create a Carousel Template Message
    • Check Message Template Status
    • Fix Message Template Rejection
    • Send Template Messages
    • How to update Media Header of the existing template without creating a new Template
    • WhatsApp Forms
    • 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
    • How Clickable Image Headers Work in WhatsApp Templates
    • Understanding the Restrictions on Misuse of Template Categorization
    • Create Customer Segments
    • Using “All Of” and “Any Of” Tag Conditions for Customer Segmentation
    • How to Delete Customers
    • How to Connect Your Meta Catalog to Your DoubleTick Number
    • Setup Analytics
    • How to Download and Export Reports in DoubleTick
    • Invite Your Team Members
    • Accept Invitations and Log in to DoubleTick
    • Assign & Change Reporting Structure
    • Update a Team Member’s Name in DoubleTick.
    • How to Grant Access to DoubleTick Support
    • 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
    • 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
    • Getting Started with AI Agent — Overview and Navigation
    • How to Create a New AI Agent
    • How to Monitor and Review Your Agent's Conversations
    • Weekly AI Chat Summary
    • AI-Powered Truly Awaiting Reply
    • Understanding AI Custom Field
    • CX Overview
    • AI Writing Assistance in Your Inbox
    • What is Enterprise Analytics?
    • Navigating Enterprise Analytics
    • Creating and Managing Dashboards
    • Understanding the Reports Section
    • Introduction to Segmentation Report
    • Introduction to Funnel Report
    • How to Connect Your Facebook Ads Insights in DoubleTick
    • Resolving the 'Your Facebook Account Must Be Confirmed/Verified' Error on Ads Insights Section
    • How to edit your Profile Details
    • Push Notifications
    • How to Set Up Low Wallet Balance Email Alerts in DoubleTick
    • Manage Roles
      • Understanding Roles and Types of Roles
      • Understanding the 4 Predefined Organization Roles in Doubletick
      • Understanding the 4 Predefined Channel Roles in DoubleTick
      • How to Change the Role of an Existing Team Member
      • Understanding Custom Role in DoubleTick and How Do You Create One?
      • Understanding the Permissions Available While Creating a Custom Organization Role
      • Understanding the Permissions Available While Creating a Custom Channel Role
    • 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
    • Create and Use Quick Replies
    • How to Create and Use Quick Replies (with Media) on DoubleTick
    • How to Delete Multiple Tags in DoubleTick
    • Create a WhatsApp Widget on Website
    • How to Use Webhooks to Pass Events to Third-Party
    • Enterprise Security
    • Getting Started with the DoubleTick Developer API
    • Single Sign-On (SSO) in DoubleTick
    • Understanding DoubleTick API Rate Limits
    • How to Manage Channels
    • How to Manage Billing & Invoices
    • What is an SLA and How to Set Up a Default SLA on DoubleTick
    • How to configure and use Multi - Channel-Level SLA with Escalations
    • How to Set Up Working Hours
    • Integrations
    • How To Enable Browser Push Notification For DoubleTick Messages
    • Understanding and Using Webhooks in DoubleTick
    • How to use Message Status Update Webhook
    • How to use Template Website Button Clicked Webhook in DoubleTick
    • How to use Message Received Webhook
    • How to use Chat Assigned to Agent Webhook
    • How to use Chat Unassigned Webhook
    • How to use Lead Received from Widget Webhook
    • How to use Customer Custom Field Updated Webhook
    • How to use First Time Message Webhook
    • How to use Conversation Closed Webhook
    • How to use Template Status Update Webhook
    • How to use Tag Added Webhook
    • How to use Tag Removed Webhook
    • How to use Conversation Opened Webhook
    • How to use Conversation Cost Deducted Webhook
    • How to use Customer Note Created Webhook
    • How to use Customer Note Updated Webhook
    • How to use Customer Note Deleted Webhook
    • How to use Call Permission Reply Received Webhook
    • How to use an Incoming Call Initiated Webhook
    • How to use Outgoing Call Initiated Webhook
    • How to use Call Accepted Webhook
    • How to use Call Ended Webhook
    • How to use Call Missed Webhook
    • How to use Call Rejected Webhook
    • How to use WhatsApp Group Created Webhook
    • How to use WhatsApp Group Participant Joined Webhook
    • How to use WhatsApp Group Participant Left Webhook
    • WhatsApp Group Participant Removed Webhook in DoubleTick
    • How to Use the WhatsApp Group Message Received Webhook
    • How to Automatically Save Customer Documents to Google Drive using DoubleTick
    • Automatically Fix Phone Numbers with Country Code in DoubleTick
    • How To Capture Details Using Webhooks And Condition
    • 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
    • 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
    • DoubleTick Integration with Bitrix24 (Iframe Integration)
    • How to Integrate CleverTap with DoubleTick
    • How to Send Automatic Follow-Up Messages in Doubletick
    • How to Use the Clear Chat API
    • How to Use the Add Chat Collaborators API
    • How to Use the Remove Collaborators API
    • How to Use the Assign Team Member to Chat API
    • How to Use the Unassign Team Member from Chat API
    • How to Log Out a Team Member Using DoubleTick’s Logout API
    • Understanding the “Enqueued” API Response for Template Messages
    • WhatsApp API Conversations & Categories
    • How Conversation Charges Works
    • Manage and View Account Quality on Meta
    • Messaging Limits in WhatsApp API
    • Upcoming Changes to WhatsApp Messaging Limits – Effective October 7, 2025
    • Frictionless Messaging in DoubleTick
    • Important Update: WhatsApp Pricing Changes from October 1, 2025
    • WhatsApp Business API Platform – Updated Template Rates (Effective Jan 1, 2026)
    • 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
    • Understanding the Error: “User is not a member of the team”
    • 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
    • Understanding Unsupported WhatsApp Message Formats in DoubleTick
    • 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?
    • Understanding the “Only 30 Groups Can Be Created at One Time” Error in DoubleTick
    • Understanding Error 131064 — Messaging Limit Reached Due to Template Classification Violations
    • 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
    • Stay Ahead with WhatsApp: Important Updates from Meta
    • Marketing Messages Lite (MM Lite): All You Need to Know
    • Template Undeliverable Error When Sending from Cloud API to a CoEx Number
    • Unable to Receive OTP on WhatsApp Business App? Here’s What to Do
    • Meta Business Suite: Advanced Verification & Risk Mitigation Guide
    • 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
    • Unblock Your WhatsApp API Account
    • WhatsApp Business API Best Practices to Protect Your Number and Maintain High Quality
    • 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
    • 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
    • What Is CTWA Retargeting and Why It Matters for Your Business
    • How DoubleTick Powers CTWA Retargeting
    • Why Businesses Use CTWA Retargeting
    • How to Create a CTWA Custom Audience in Meta Ads Manager
    • Using Your CTWA Custom Audience in Meta Ads Manager
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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

Understanding Roles and Types of RolesUnderstanding the 4 Predefined Organization Roles in DoubletickUnderstanding the 4 Predefined Channel Roles in DoubleTickHow to Change the Role of an Existing Team MemberUnderstanding Custom Role in DoubleTick and How Do You Create One?Understanding the Permissions Available While Creating a Custom Organization RoleUnderstanding the Permissions Available While Creating a Custom Channel Role
PreviousHow to Set Up Low Wallet Balance Email Alerts in DoubleTickNextUnderstanding Roles and Types of Roles

Last updated 4 months ago