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Team and user management

Updated June 2026 5 min read

One number, a whole team. A shared WhatsApp team inbox where each person has their own login, you control exactly what they can do, and access ends the moment someone leaves.

Summarise this guide with:
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Quick facts

Logins
Individual per member
Permission sections
15+
Action levels
View / Create / Edit / Delete
Revoke access
Instant

ChatMitra lets your whole team work one WhatsApp number from a shared inbox. Each member gets their own login and a role that controls what they can see and do — chat, broadcast, manage templates — across 15+ sections and four action levels (view, create, edit, delete). Access can be revoked instantly.

In simple language: Roles are like keys — you decide which doors each team member can open, instead of handing everyone the master key.

Who should read this?

  • Teams sharing one WhatsApp number
  • Owners who want control over what staff can do
  • Businesses with agents, managers and admins

For A support team

  • Agents can chat but not broadcast or change templates
  • Managers get analytics and broadcast rights

For A real-estate firm

  • Each agent sees their own assigned chats
  • Owner keeps billing and settings to themselves

The moment a second person needs to answer your WhatsApp, you need more than one phone. You need a shared inbox with proper access control. Here’s how it works.

What a WhatsApp team inbox is

A WhatsApp team inbox is one business number that several people answer from a single shared screen. Every conversation lands in the same place, each agent signs in as themselves, and chats can be assigned so two people never reply to the same customer.

It is the thing people are usually reaching for when they search for “WhatsApp for teams”. Three points worth being clear about:

  • It is not a WhatsApp group. Customers never see each other; each one has an ordinary one-to-one chat with your business.
  • It is not multi-device on the free app. Linked devices let you use your account on more screens. A team inbox gives different people their own logins, roles and assignment on one business number.
  • It is not a Microsoft Teams integration. ChatMitra does not connect WhatsApp into Microsoft Teams — the inbox described here is ChatMitra’s own, in your browser.

Everything below is how that inbox works: who can see what, and how you add and remove people.

Why a shared inbox beats one phone

On the free app, one phone holds the number and only one person can use it. With ChatMitra, the number lives in the cloud and your whole team logs in to the same inbox — answering, assigning and tracking chats together.

Example: a 6-person support team at an online store all reply from one number. Chats get assigned so two agents never answer the same customer, and nothing falls through the cracks.

Roles and permissions

You don’t give everyone the keys to everything. Each member gets a role that controls access across 15+ sections (chats, broadcasts, templates, billing, settings…) at four levels:

LevelCan they…
ViewSee it
CreateAdd new items
EditChange existing items
DeleteRemove items

Example: an agent gets View + Create on chats (so they can reply) but no access to broadcasts or billing. A manager gets broadcasts and analytics too.

Adding and removing people

Owner  →  invite member  →  assign role  →  member logs in
Member leaves  →  revoke access (instant)
  • Add a member by email and pick their role.
  • Adjust anyone’s role any time.
  • Revoke access instantly when someone leaves — no shared password to scramble.

See the full controls on the Role Management feature page.

Tools you may need

Keep reading

Related questions people ask

Can multiple people use one WhatsApp Business number?

Yes. With the API and ChatMitra, your whole team shares one number through a shared inbox, each with their own login and permissions.

Can I limit what a team member can do?

Yes. Roles control access across 15+ sections with four levels — view, create, edit and delete — so an agent can chat without being able to broadcast or change billing.

What happens when an employee leaves?

You revoke their access instantly from the dashboard. Because everyone has an individual login, there's no shared password to change.

Key takeaways

  • ✓A shared inbox lets your whole team work one number.
  • ✓Each member gets an individual login and a role.
  • ✓Permissions span 15+ sections and four action levels.
  • ✓Access is instantly revocable — give the least access needed.
Published: June 2026 Last reviewed: June 2026 Reviewed by: ChatMitra WhatsApp API Team

Sources: ChatMitra role management

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