Roles at a Glance
Admin
Full control — billing, settings, API keys, and managing every team member. Admins can also reply to conversations.
Agent
Access to the shared inbox — can view, assign, and reply to conversations but cannot change billing or account settings.
Seat limits
Your plan defines how many agent seats you have. To add more agents than your plan allows, upgrade your plan or manage the team size on the Team page.
Add or Remove an Agent
- 1
Open Team settings
Log in and go to Settings > Team Members. You will see a list of everyone currently on your workspace and their roles.
- 2
Click "Add Agent"
Click the "Add Agent" button and enter the email address of the person you want to invite. They should be someone who handles WhatsApp conversations in your inbox.
- 3
Choose a role
Assign a role — Admin or Agent. Admins can manage billing, settings, and other members. Agents can view and reply to conversations in the shared inbox.
- 4
Send the invitation
WA Orbit sends an invite email. Your teammate clicks the link, signs in, and appears under Team Members as active.
- 5
Remove an agent
To remove someone, open their row and click "Remove". Their access ends immediately, but their previous conversation history stays intact for your records.
Changing Roles
You can change an agent's role at any time by selecting a new role from their row on the Team Members page. Changes take effect immediately. If you remove an admin, make sure another admin remains so your workspace always has an owner with full access.
Tip
Removing an agent frees up a seat on your plan immediately. Reassign their open conversations to another agent first so no customer message goes unanswered.