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Team members, roles, and who sees what

You can invite team members to your Yapper account and assign them specific roles to control what they can see and do in the dashboard.

Inviting team members

To invite a new team member to your account:

1. Go to Admin → Access in the dashboard.
2. Enter the team member's email address.
3. Select their role.
4. Send the invitation.

Yapper sends an email invitation containing a secure activation link. When the invited team member clicks the link, they are taken to the dashboard login page with their email pre-filled to set their password and activate their account.

Invitation rules and limits

• Expiration: Invitation links expire after 7 days. If a link expires, an administrator can resend the invitation from the Admin → Access area to generate a new link.
• Security: To protect your account, Yapper rate-limits activation attempts.

User roles

Yapper has three user roles:

• Owner: Has full, account-wide control. This includes managing billing, editing account settings, inviting team members, managing roles, and viewing all conversations.
• Admin: Has full access to configure playbooks, templates, senders, and manage team member access. Admins can view all customer conversations.
• Member: Scoped access. Members can only view and reply to the specific senders and conversations they have been granted access to.

Access control for members

By default, team members with the Member role cannot see any conversations. You must configure their access scope within the Admin → Access area.

Member access is controlled on two levels:

1. Sender access

You choose which senders (such as a specific WhatsApp number, Instagram profile, or Facebook Page) a member can access. If a member does not have access to a sender, they cannot view any conversations associated with it.

2. Conversation access

Within each allowed sender, you can control exactly which conversations the member sees:

• All conversations: The member can see and reply to all current and future conversations on that sender.
• Hand-picked conversations: The member can only see and reply to specific conversations that you explicitly assign to them.
• Exclusions: You can explicitly exclude specific conversations from a member's view. These exclusions always take precedence. If a conversation is excluded, the member cannot see or access it, even if they have general access to all conversations on that sender.