How access is decided
- Super Admin sees everything.
- On the main brands, every menu item in the brand's menu is available; plan features are not checked.
- On a reseller-branded site, a page opens only if its feature is in your plan (plus anything whitelisted for you, minus anything blacklisted). Otherwise the menu item is greyed and the page shows Feature Access Required with an upgrade button, or a note to contact your admin.
- Add-ons hide their menu items entirely until active.
- Some items are hidden or shown per brand regardless of plan.
Roles
| Role | What it means |
|---|---|
| Super Admin | The platform operator. All pages, the Administration group, impersonation, user and reseller management. |
| Reseller | Runs a white-labelled brand. Manages their customers' plans, feature switches and seats; sees Agency Commission. |
| Everyone else | A regular account. What you see depends on plan, add-ons and brand. There is no separate "agent" role; agents are regular accounts that have been shared inboxes and leads or invited as sub-accounts. |
Account status is separate from role: a paid account (Premium in the admin list) has the WhatsApp Cloud subscription; a Blocked account is signed out on arrival.
Plan features
Feature names as your reseller sees them when switching them on, and the menu item each unlocks.
| Feature | Unlocks |
|---|---|
| Flow Design | AI Flows Design |
| Follow Up Sequence | The Sequences Design button on a flow |
| Workflows | Workflows, and the Project Flows dashboard tile |
| Assignment | Flow assignment settings |
| WhatsApp Broadcast | Whatsapp Broadcast |
| Blast Campaigns | Scheduled Broadcast |
| Email Campaigns | Email Campaigns |
| Calendar Management | Calendar Management |
| Facebook Connect | Connect Facebook |
| Facebook Forms | Facebook Forms |
| Facebook Leads Subscriber | Facebook Leads Subscription |
| Connect Instagram | Connect Instagram |
| Connect Telegram | Connect Telegram |
| Telegram Bots | Telegram Bots |
| Property Listing | Property Listing |
| Sales Overview | Subscribers, Transactions and Commissions Overview |
| Affiliate Page | Affiliate Page |
| Give Access To | Inbox sharing; sets the number of people you can add (15 by default) |
| Group AI | AI in WhatsApp groups and group-mention notifications |
| Subscription | The Subscription menu item |
| Connect Google, Messenger Inbox, Appointment Calendar | Used by some brands' plan tiers |
Chat Inbox, WABA Broadcast, WABA Templates, Whatsapp Business Connection, Forms, Chat Widget, Sites, AutoCount, SQL and the tools have no feature key; they appear whenever your brand's menu includes them.
Add-ons
| Add-on | Unlocks |
|---|---|
| WhatsApp Cloud (paid plan) | Connecting WhatsApp, connecting Facebook pages, and the premium dashboard tiles (Project Flows, Property Listing, Calendar Management). |
| Master account | Sub Accounts. |
| Lead distribution | Lead Distribution and the pool option on uploads. |
| Group AI | AI in WhatsApp groups, WhatsApp Groups as a broadcast source, group-mention pushes. |
| Agentic AI | The Agentic AI Mode switch on a flow. |
| Allow workflow from me | The Allow flow from me option when linking a workflow. |
| Custom logo, custom title | Your own logo and title in the header. |
Company roles
| Role | Typical use |
|---|---|
| owner | Created the company. Full control. |
| admin | Manages members, HOT Assistant and company-wide settings. |
| manager | Oversees a group of members. |
| member | Works in the company. |
| viewer | Read-only. |
Member statuses: active, invited, suspended, removed.
Lead and inbox sharing permissions
- Leads: view, export, assign, edit, delete, granted per person when you share your leads source. Deleting is always limited to leads the person owns.
- Inbox: per platform (WhatsApp, WABA, Messenger, Instagram), either full access or assigned only.
Sub-accounts and companies grant no permissions by themselves
A sub-account is a seat, and a company membership is a grouping. To let someone work your chats or leads you still share them, or assign items to them.