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Roles and security

Everyone sees what they need, and nothing more

Give each person a role, group them into teams, and decide who can see customers, send campaigns, change prices or export data.

Ready roles on every planYour own roles from GrowthSee and end signed-in devices

What your customer sees, and what watu does

9:41
Apex AcademyBusiness account
Today
Can I get the fee receipt for March?10:40
Receipt-R-0331.pdfPDF · ₹12,000
Meera10:41
Thanks. Who do I speak to about a refund?10:42
MeeraI have passed this to our accounts head. He will reply here today.10:45
Message
Meanwhile, in watu
  • Meera's role cannot issue refunds
  • Passed to the accounts head
  • Every message carries the sender's name

*Illustration

What your team sees

How the screen looks in watu, filled with sample data.

Settings: roles and access
Can they…OwnerManagerSalesSupport
See all chats
See own chats
Send campaigns
Create deals and quotes
Issue refunds
Export contacts
Change settings

*Illustration

How it works, step by step

  1. 1

    Add your people

    Invite each person with their own login. No shared passwords.

  2. 2

    Give a role

    Owner, admin and agent are ready. From Growth, make your own roles with a permission for each area.

  3. 3

    Group into teams

    Set who reports to whom and which chats each team can see.

  4. 4

    Keep logins safe

    See every signed-in device, end any session, and sign people out when idle.

Three things that stop happening.

Everyone is admin

TodayA new joiner can export every customer on day one.

With watuEach role opens only the parts of watu that person needs.

A lost phone

TodayA staff member's phone is lost while still signed in.

With watuSee every signed-in device and end any of them from your own screen.

Who sent that?

TodayA wrong message goes to a customer and nobody owns up.

With watuEvery message shows the name of the person who sent it.

Who uses it, and for what

Institutes

Counsellors see their own leads; only accounts can touch fees.

Larger companies

Branch teams work separately while management sees everything.

Shops with new staff

A new joiner can reply to customers but cannot export the contact list.

Professional firms

Client conversations stay with the partner and team who handle them.

Not on this list? See watu for your kind of business

Everything inside

Live today unless markedSoonAdd-on

Roles

  • Owner, admin and agent roles
  • Your own roles (Growth and above)
  • Permission for each area
  • Per-person exceptions

Teams

  • Group people into teams
  • Reporting line: who reports to whom
  • Chats visible by team
  • Smart routing rules (Growth and above)

Login safety

  • List of signed-in devices
  • End any session
  • Automatic sign-out when idle
  • Password change and reset
  • Consent recordsSoon

Which plan? Standard roles are on every plan. Custom roles, permissions and smart routing start on Growth.

See plans and prices

Works best with

Roles and security: your questions

Still unsure? Book a demo and ask us anything.

Book a demo

Yes. A role can be limited to the chats and customers assigned to that person or their team.

Remove their login and reassign their chats. The full history stays with your business.

Yes. Exporting contacts and downloading reports are separate permissions.

Your customers are already messaging. Be ready.

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