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Roles & permissions

Everyone sees what they need to see

The owner has full access. Admin, Supervisor, and staff come with sensible default permissions, and on the Pro plan you can create your own roles. Every staff member signs in with their own account, and their access can be limited to their branch.

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Plan
FreePro
In the dashboard
Tim & Peran (Team & Roles)

What it is

Roles & permissions

Settings for who can read, reply to, edit, and export what in Conex Bisnis, from default roles to roles you build yourself.

Who it's for

  • Owners starting to add staff
  • Businesses using part-time or freelance admins
  • Businesses with several branches
  • Marketing teams that only need contacts and broadcasts

What you get

Roles & permissions in Conex Bisnis

Owner

Full access, including settings, plans, and complaint handling.

Admin

Runs day-to-day operations, including Fitur Bisnis (Business features) and order complaints.

Supervisor

Oversees the team: sees team chats, assigns, and resolves chats.

Staff

Replies to chats and handles work according to their permissions.

Custom roles

Create your own roles with the permissions you choose (Pro).

Branch-level access

Limit staff to seeing only their own branch's data.

How it works

Step by step in the dashboard

Menu names match business.conex.chat (in Indonesian).

  1. 1

    Invite members

    In Tim & Peran › Anggota (Team & Roles › Members), invite by email and choose a role. You can also copy the invite link and share it yourself.

  2. 2

    Choose a base role

    Admin, Supervisor, or Agent. Only the owner can make someone an Admin.

  3. 3

    Build custom roles (Pro)

    In the Peran & akses (Roles & access) tab, tick permissions by group: Chat, Kontak (Contacts), Pipeline, Broadcast, Automisasi & Bot AI (Automation & AI bot), Integrasi (Integrations), Tim & Peran (Team & Roles), and Paket & tagihan (Plan & billing).

  4. 4

    Limit channels

    For each member, choose Semua kanal (All channels) or only the specific channels they can open.

  5. 5

    Limit branches

    In branch settings, turn on "Batasi akses staf per cabang" (Restrict staff access by branch) so staff only see their own branch's data.

  6. 6

    Check the Log aktivitas (Activity log)

    See who changed what, then filter by person, activity type, and date range.

Key settings

Role per member
Admin, Supervisor, Agent, or a custom role.
Chat permissions
View assigned chats, view team chats, view all chats, reply, assign & transfer, resolve, and export transcripts.
Channels they can open
All channels, or a selection of specific channels per member.
Member status
Active, or deactivated without deleting their work history.
Transfer ownership
Hand the owner role to another active member when the business changes hands.

Limits & rules

Custom roles
Pro plan only, up to 30 roles per business. Roles you've created are kept if Pro ends, but can't be created or edited.
Admin
Only the owner can make, change, deactivate, or remove an Admin. Your own role can only be changed by the owner.
Owner
The owner can't be deactivated or removed. Transfer ownership first.
Staff seats
The number of active members follows your plan quota, shown in Paket & Kuota (Plans & Quotas).
Invites
Each email can only have one pending invite. Unanswered invites can be resent from the invite list.

Use cases

Used across many businesses

Retail shops

Shop assistants get the Agent role so they only see chats assigned to them, while the store manager is a Supervisor.

Shop & retail solution

Distributors

A custom Marketing role can only manage contacts and broadcasts, with no access to customer chats or plan settings.

Distributor & wholesale (B2B) solution

Multi-branch businesses

Staff access is limited by branch, so staff at branch A don't see orders and chats from branch B, while the owner and admins still see everything.

Multi-branch & franchise solutions

Integration with other features

Works together with other features

Chat assignment & teamsRoles decide who can see team chats, while assignment decides who owns new chats.Multi-branchBranch-level limits use the list of staff assigned to each branch.Contacts & segmentsPermission to import and export contacts can be given to specific roles only.Opt-in broadcastsStaff without send permission can prepare campaigns and submit them to an Admin.

Problems it solves

This feature helps when…

CS team sharing one phone

One WhatsApp number is passed around between several admins.

See how to fix it

No visibility into team performance

The owner can't tell who is slow to reply or which deals are stuck.

See how to fix it

Too many branches to keep under control

Hours, stock, delivery fees, and staff differ at each branch and are hard to monitor.

See how to fix it

Complaints go unhandled

Complaints get mixed in with regular chats and are handled too late.

See how to fix it

New admins take long to learn

New admins take a long time to learn the products, store rules, and how to reply to customers.

See how to fix it

FAQ

Roles & permissions FAQ

Who can handle order complaints?

The owner and admins. Staff don't see order complaints.

Are custom roles available on the Free plan?

No. Custom roles are on the Pro plan. The default Admin, Supervisor, and Agent roles are available on every plan.

Do staff share one account?

No. Each staff member signs in with their own account, so it's always clear who did what.

What's the difference between Supervisor and Agent?

Agents see the chats assigned to them, reply, and resolve them. Supervisors also see their team's chats, can assign and transfer chats, export transcripts, and manage contacts and the pipeline.

How do I invite staff?

By email in Tim & Peran (Team & Roles). You can also copy the invite link and share it yourself, and staff then sign in with the invited email.

Can I see who changed a setting?

Yes. The Log aktivitas (Activity log) in Tim & Peran (Team & Roles) records changes and can be filtered by person, type, and time. It's visible to members with permission to view the log.

What happens when a staff member leaves?

Deactivate or remove the member in Tim & Peran (Team & Roles). Their work history in chats and orders is kept.

Related

Related features & solutions

Pro

Chat assignment & teams

Chats assigned automatically by rotation or by workload (Pro).

Learn more Free

Multi-branch

Hours, products, delivery fees, and staff per branch within one business.

Learn more FreePro

Team, contacts & broadcasts

Staff & roles, customer contacts, pipeline, and opt-in broadcasts.

Learn more Teams

Business owners

Daily summaries, order reports, Bos AI, roles & permissions.

See solution

Try Conex Bisnis for free

Register with your WhatsApp number, fill in your profile, and start receiving chats today.

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