Administration
Manage users and roles
Invite, suspend, and organize the team with Administrador and Vendedor roles in Equipo / Usuarios.
Available roles
There are only two profiles in the workspace:
| On-screen role | Internal value | Typical access |
|---|---|---|
| Administrador (Administrator) | admin | Full administration and operations menu |
| Vendedor (Seller) | user | Mensajería and Seguimiento |
A Vendedor does not see administration sections (for example Conexiones or Configuración de la empresa).
Open the menu
Go to Administración → Equipo / Usuarios.
Invite or add users
- In Equipo / Usuarios, use Agregar usuario (Add user).
- In the modal you can:
- Invitar (Invite) by email (verified Whapi account), or
- Crear cuenta (Create account) and send an invitation by email.
- Choose the Administrador or Vendedor profile.
- Save. The collaborator will receive the invitation email when the create-account flow applies, or can join the workspace if they already had an account.
Suspend and reactivate
From the user profile you can:
- Suspender (Suspend) access (the user can no longer enter the workspace).
- Reactivar (Reactivate) when they should operate again.
Remove and transfer leads
When removing a user, the system asks you to transferir (transfer) their leads to another team member. Choose the destination before confirming deletion.
Best practices
- Use Administrador only for those who configure connections, plan, and WhapiBot.
- Assign Vendedor to those who handle chats and day-to-day follow-up.