How to Use Organization Roles Feature

Learn to manage organization roles on DoubleTick. Use predefined roles or create custom ones to control access to features like analytics, billing, and more.

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Checkout our video on How to create custom roles 👇

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DoubleTick offers a set of 4 predefined Organization roles

1. Owner

The Owner role grants access to all features within DoubleTick.

2. Team Lead

The Team Lead role provides the capability to invite and remove team members, as well as the ability to view all conversations within DoubleTick.

3. Team Member (See all chats)

The Team Role allows access to view all chats within a specific team.

4. Team Member (Only assigned chats)

The Team Member role is limited to the ability to view only the chats that are assigned to them either by the owner or the team lead.

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Create Custom Organization Roles

1. To create custom organization roles, Click on the Create role button.

2. The Custom Create Role feature enables you to assign specific rights for organization features, such as

   • Analytics

   • Api Management

   • Billing Management

   • Channel Management

   • Conversation Management

   • Customer Management

   • Integration Management

   • Role Management

   • Team Members Management

   • WABA Management

   • Wallet Management

   • Webhooks Management

3. Choose the options you wish to include in your custom roles and click on Create new role button

Choose your options

1. Enter the role name and, if required, a description, then click the SAVE button to confirm.

1. New Developer organization custom role created successfully !