Menu › Team, Menu › Channels and Menu › Notifications do on the phone what the same pages do on the website. What you see depends on your role.
Team
- Open Menu › Team. The tabs are Agents, Performance, Rules, Quick Replies and Announcements.
- In Agents, tap Add agent to add someone. Each person has Access, Password, Reset lock PIN and Remove.
- Access opens the person’s settings: Active, Mobile access, Name on Messenger, Role, Access by module and Channels this person sees.
Channels
- Open Menu › Channels. The tabs are Connected, Website Chat and Message Templates.
- Tap Connect and pick a channel. Telegram connects in the app; the others open the platform’s own screen in a window, already signed in.
- On a channel’s card, ⋯ has what applies to it: Edit channel (name, Business hours, Timezone, out-of-office message, When a chat is closed), Lock channel…, Welcome & menu, Refresh permissions, Disconnect and Remove.
- Website Chat is Widget Studio: Preview, Publish & get the code and Version history. Message Templates has Create template, Meta's library and Refresh.
Notifications
- Open Menu › Notifications. When a client waits sets the reminder ladder. Below it, switch alerts on or off in Something needs fixing, Words to watch, Your team, Numbers to watch and Summaries.
- Under an alert, tap the people chip to choose Who is told, and tap Email or App.
- Under Hours, switch Quiet hours on and set From and to. Who gets emails has Send me a test; Recently sent shows the last 7 days.
Who may do what
- Owners and admins can do everything above. Only the owner changes a person’s Role.
- A manager’s Channels shows the channels they work in. They can connect Instagram, WhatsApp, Telegram, YouTube and SMS — and TikTok when Social Studio is on for them — disconnect Telegram, YouTube and SMS, and write Message Templates for their own numbers. Facebook Pages, Website Chat, Edit channel, Lock channel… and Remove stay with owners and admins.
- An agent’s Channels shows only the channels shared with them, their state and Check now — nothing that changes a channel, and no Website Chat or Message Templates tab.
- Team and Notifications appear in an agent’s Menu when their access includes them. In Notifications, an agent can choose only themselves.
- Numbers to watch and Summaries need a package that includes them. Without it, the group shows a card instead of switches.