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WhatsApp module/number Access to user

Multiple WhatsApp # for each user

  • CRMTiger’s WhatsApp integration allows this option for those companies who rely on a Multiple WhatsApp number configuration for each user. As well as allocate a WhatsApp
    number to each single user.
  • This option will be enabled from Other Settings > WhatsApp configuration > Gear Icon gear  > Find “WhatsApp # management”, it will display multi-select list to select list of users to get WhatsApp # access so users will get access to WhatsApp to scan. wa7
  • Click on Plus button will open the Pop-up for Add User to use Multiple WhatsApp Number. wa8
  • Using Multiple WhatsApp # configuration any user who has rights given from Settings > WhatsApp configuration > Find “Allow access to users” and Select list of the user to get WhatsApp module access. wa9
  • Users can only see all WhatsApp conversations and contacts based on Roles & Rights set in CRM for the user.
  • As per below screenshot, James Scott can use both the scanned number of Edwin and Martin. wa10
  • Edwin and Martin are the users who have scanned number and they have given access to James to use their number. So James can able to message from both the scanned numbers.
    whatsapp-integration-img-1

Updated on October 6, 2023

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