Guide/SendApp Agent/Inbox & Team

Operators and permissions: working as a team

When multiple people manage the messages, you need separate accounts with the right permissions. Operators are users with limited access: they reply to chats without being able to touch billing or sensitive settings.

Updated on June 16, 2026 · 5 min read

Owner and operators

The owner account has full access. Operators are sub-users designed for day-to-day chat work: they have a reduced view and don't see administrative sections like the plan or billing.

Adding an operator

1. 1

   Open the “Operators” section

   From the menu, open Operators: you'll find the list of existing operators.

2. 2

   Press “New operator”

   Enter the collaborator's name and email.

3. 3

   Set the password and permissions

   Define what they can access (chat, contacts, campaigns…).

4. 4

   Assign the Trainings/channels

   Limit the operator to the accounts or channels they need to manage.

5. 5

   Save

   The operator can log in with their credentials.

Assigning conversations

You can assign a chat to a specific operator, so it's clear who's handling it. With the “assigned to me” filters, each person immediately sees their own conversations and avoids overlap with colleagues.

When a conversation changes hands, use the operator request and the “operator requests” filters: each person immediately finds the chats they need to handle, without overlap.

Permissions: grant the minimum necessary

• Support operators: access to Chat and Contacts, no Campaigns or Settings.
• Marketing managers: also Campaigns and Calendar.
• Owner only: plan, billing, operator management, security.

Common mistakes

The operator doesn't see a section

That's expected: it depends on permissions. If they need it, enable it from their profile in the Operators section.

The operator can't upload media

Check that their account has permissions on the channel: some endpoints require the operator's key to be enabled.