Change Roles of Existing Team Members
Learn how to change the roles of existing team members on DoubleTick. Easily modify Organization and WhatsApp Account roles for accurate access control.
How to change roles of existing Team Member?
To modify the role of a current team member,
Go to the "Team" section from the left panel and choose the team member whose role you intend to change
Click on the three dots located at the right end of the agent
Select "View Profile" from the dropdown menu
The profile panel will open on the right-hand side of the screen
Change Organization Role
After opening the profile panel, click on the dropdown menu under "Organization Role"
Choose the role you wish to assign to the team member from the dropdown menu
The role selection will be automatically saved once selected
The Organization role has been successfully updated from "Owner" to "Team Lead"
Change WhatsApp Account Role
To change the WhatsApp account role on the profile:
Switch to the "WABAs Assign" tab
Click on the "Assign WABA number" button
Now, from the dropdown menu, select the WABA role you wish to assign the Team member
Afterward, click on the "Confirm" button to save the changes
The WABA role will be successfully updated
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