Quick Start
What is respond.io?
Setting Up an Account
Connecting Channels
Inviting Your Teammates
Getting Contacts to Message You
Automated Welcome and Away Messages
Responding to Messages
Glossary of Terms
Channels
WhatsApp Business API Quick Start
Getting Ready for Inbound Conversations
Getting Ready for Promotional Messaging
WhatsApp Official Business Account (Green Tick)
Grow your WhatsApp Audience by Maximizing Entry Points
Get WhatsApp API Account for Government Agencies
Meta Business Verification
WhatsApp Message Templates
WhatsApp Pricing
WhatsApp Business API Channel Configuration
WhatsApp Messaging Limits
Change Your WhatsApp Business Display Name
Migrating from WhatsApp Personal or WhatsApp Business App
Phone Number Migration to respond.io WhatsApp Business API
Turn-off WhatsApp Number Two-Step Verification
WhatsApp Cloud API
360dialog WhatsApp
Twilio WhatsApp
MessageBird WhatsApp
Vonage WhatsApp
Phone Number Migration to WhatsApp Cloud API
Facebook Messenger
Facebook Messenger Overview
Facebook Messenger Quick Start
Facebook Chat Plugin
Facebook Private Replies
Facebook Message Tag
LINE
Viber
Telegram
Google Business Messages
Website Chat Widget
Website Chat Widget Overview
Website Chat Widget Quick Start
Install Website Chat Widget on WordPress
Install Website Chat Widget on Shopify
Install Website Chat Widget on Wix
Install Website Chat Widget on Joomla
Install Website Chat Widget on Squarespace
SMS
Custom Channel
Channels Overview
Product
Dashboard & Reporting
Dashboard
Reports Overview
Reports: Conversations
Reports: Responses
Reports: Resolutions
Reports: Messages
Reports: Contacts
Reports: Assignments
Reports: Leaderboard
Reports: Users
Reports: Broadcasts
Messages
Messages Overview
Assignment and Closing a Conversation
Custom Inboxes
Interacting with Respond AI
Using AI Assist
Contacts
Contacts Overview
Contact Details
Merge Suggestions
Contact Activity
Contact Channels
Contact Import
Segments
Broadcasts Module
Workflows
Workflows Overview
Workflow Triggers
Workflow Steps Overview
Step: Send a Message
Step: Ask a Question
Step: Assign To
Step: Branch
Step: Update Contact Tag
Step: Update Contact Field
Step: Open Conversation
Step: Close Conversation
Step: Add Comment
Step: Jump To
Step: Wait
Step: Date & Time
Step: HTTP Request
Step: Add Google Sheets Row
Dynamic Variables
Workspace Settings
Managing a Workspace
Workspace Settings: General
Workspace Settings: Users
Workspace Settings: Teams
Workspace Settings: Channels
Workspace Settings: Contact Fields
Workspace Settings: Integrations
Workspace Settings: Closing Notes
Workspace Settings: Snippets
Workspace Settings: Files
Workspace Settings: Data Export
Workspace Settings: Data Import
Workspace Setting: Respond AI
Workspace Settings: Growth Widgets
Organization Settings
Organization Overview
Organization Settings: General
Organization Settings: Users
Organization Settings: Workspaces
Organization Settings: WhatsApp Fees
Organization Settings: Billing & Usage
User Account
Mobile App
Installing respond.io Mobile App
Messaging From Your Mobile
Managing Notifications On Your Mobile
Configuring Mobile App Settings
Help Menu
Handling Inbound Conversations
Managing Spam
Create Automated Welcome and Away Messages
Get Contacts’ Consent for Personal Data Collection
Create Automated Chat Menus
Collect Contacts’ Emails and Phone Numbers
Route Contacts by Shifts
Route Contacts by Team Functions
Route New & Returning Contacts
Route VIP Contacts
Assignment Strategy: Automatic Contact Distribution & Load Balancing
Assignment Strategy: Unassign Agents after Conversations Closed
Converse with Customers
Understand the Individual: Get a Complete View of the Customers
Collaborate Internally: Simplify Customer Escalation with Automation
Collaborate Internally: Transfer Contacts to the Next Shift Automatically
Respond Intelligently: Optimize Agents’ Productivity in the Messages Module
Support Use Cases
Inbound Support: Identify Contacts by Email and Phone Number
Inbound Support: Enrich Customer Data from a CRM or other Business Software
Inbound Support: Route Customers to the Right Team Automatically
Inbound Support: Auto-Assign Customers to a Team or Dedicated Agent
Send Outbound Support Messages
Support: Closing Conversations
Supervising Your Support Agents
Reporting for Support
Send CSAT to Customer and Save Data in Google Sheets or CRMs
Sales Use Cases
Inbound Sales: Collect Leads' Email and Phone Number
Inbound Sales: Enrich Contact Data and Qualify Leads
Inbound Sales: Routing Leads
Inbound Sales: Auto-Assign Leads to Sales Agents
Sending Outbound Sales Messages
Track Productivity by Closing Conversations
Supervising Sales Agents
Reporting for Sales
Broadcasts Use Cases
Sending a Simple Broadcast
Start a Workflow Based on Broadcast Response
Troubleshooting a Failed Broadcast
Integrations
Dialogflow
Dialogflow Overview
Dialogflow: Connecting to Dialogflow
Dialogflow: Creating a Chatbot
Dialogflow: Managing Intents
Dialogflow: Parameters
Dialogflow: Events
Dialogflow: Response Templates
Dialogflow: Custom Payloads
Dialogflow: Fulfillment Webhook Request
E-Commerce & CRM Integrations
E-Commerce Integration: Shopify
E-Commerce Integration: BigCommerce
E-Commerce Integration: WooCommerce
E-Commerce Integration: Magento
CRM Integration: HubSpot
CRM Integration: Salesforce
CRM Integration: Pipedrive
CRM Integration: ActiveCampaign
Zapier
Make (formerly Integromat)
Developer API
Webhooks
Partnership
We love to hear from you!
Table of Contents
- Home
- Product
- Organization Settings
- Organization Settings: Users
Organization Settings: Users
Updated
by JQ Lee
Getting Here
This setting can be accessed from the Organization Settings navigation menu under the menu item, Users.

From this setting, you can:
Organization Access
In an Organization, there are different roles that will allow for different restrictions and accessibility across organization settings.
The table below summarises the available roles and their respective accessibilities.
Organization Role | Description | General Settings | Users Settings | Spaces Settings | Billing Settings |
Admin | Organization Admins have access to all spaces and they can manage organization settings, Users and billing. | ✅ | ✅ | ✅ | ✅ |
Billing Admin | Billing Admins are allowed to manage organization billing. | ✅* | ✅* | ✅* | ✅ |
User Admin | User Admins are allowed to manage Organization Users and Workspaces. | ✅* | ✅* | ✅ | - |
Member | Organization members are allowed to access Workspaces within an Organization when given permission to do so. | - | - | - | - |
* Limited Access
Organization Admin
An Organization Admin has the most comprehensive access to the Organization as he/she can manage everything within an Organization.
As an Organization Admin, here's what you can or can't do:
✅ Access to all organization settings
✅ Manage the Organization's information
✅ Manage the Organization's billing information
✅ Manage all Organization Users
✅ Manage all Workspaces
✅ Manage the Organization's subscriptions
✅ Cancel Subscription
✅ Delete the Organization
Billing Admin
The Billing Admin can manage the billing information, make changes to the subscription, edit payment details and view invoices.
As a Billing Admin, here's what you can or can't do:
✅ Access to all organization settings
✅ View the Organization's information
✅ Manage the Organization's billing information
✅ View all Organization Users
✅ View all Workspaces
✅ Manage the Organization's subscription
❌ Cancel Subscription
❌ Delete the Organization
User Admin
User Admin can manage the Users and Workspaces within an Organization.
As a User Admin, here's what you can or can't do:
❌ Access to all organization settings
✅ View the Organization's information
✅ View the Organization's billing information
✅ Manage all Organization Users with the following limitations:
- Add Member role Users
- Delete Member role Users
- Edit assigned Workspaces of all Users
✅ Manage all Workspaces
❌ Manage the Organization's subscription
❌ Cancel Subscription
❌ Delete the Organization
Member
An organization member has no access to organization settings. Their access is only limited to the Workspaces they are granted access to.
Users Overview
Here, you will be able to see the list of existing Users in the Organization. If they have not accepted your invitation, their last active time will be shown as 'Pending' instead.

User Profile
The user profile consists of the User's profile avatar, display name, organization user role and email address.
Last Active
The time beside the Action button shows the User's last seen time or last activity on the platform. This is useful for monitoring purposes.
Actions
Actions that can be carried out here include:
Managing Organization Users
Adding an Organization User
Step 1: Navigate to Users Settings
From the Organization Settings navigation menu, select Users from the menu.
Step 2: Press ADD USER
At the top bar, press the blue ADD USER button and the Add User dialog should open up.

Step 3: Fill in the email address
Enter the email address of the User that you wish to invite into the Email Address field.
Step 4: Select Organization Access
Select appropriate Organization access for this new User.
Step 5: Submit the details
Once you have filled out the fields, click the blue NEXT button on the bottom right.
An email invitation will be sent to the User's email address that you entered. The new User will have to click on a link embedded in the email invitation to gain access to the Workspace.
Step 6: Assign this User to Workspace(s)
After the User is created, you can assign this User to the Workspaces within the Organization. Add the relevant Workspaces and press ASSIGN WORKSPACE when you are ready. You can skip this step if you wish to do it later by pressing SKIP.

Editing an Organization User
Step 1: Navigate to Users Settings
From the Organization Settings navigation menu, select Users from the menu.
Step 2: Search for the User
Press EDIT when you find the User whose access you intend to change.
Step 3: Make the necessary changes
Make the intended changes to the User and press SAVE when you are ready.
1. Billing Admins can only view Users. They cannot make any changes to the User.
2. User Admins cannot promote or demote an organization member to prevent misuse or unauthorized action.
Deleting an Organization User
Step 1: Navigate to Users Settings
From the Organization Settings navigation menu, select Users from the menu.
Step 2: Search for the User
Press DELETE when you find the User you intend to delete.
Step 3: Confirm the deletion
Do a last review and press DELETE to proceed with the deletion.
- The User no longer has access to any Workspaces and all Workspace access will need to be removed.
- All Contacts assigned to this User in all their Workspaces will be unassigned.
FAQ and Troubleshooting
How can I change a user’s email in my Workspace?
To change a user’s email, add a new user with the new email and provide them with the same access level as the user with the email you want to change.
Learn how to add a new user here. If an email is obsolete, you can delete the user by following the instructions here.
Feeling stuck? Do not fear.
Need assistance? Contact us for support. Help is here!This is the text block that will appear when the button is clicked.
Organization Settings: General
Organization Settings: Workspaces
Related Articles
Organization Settings: Workspaces
Learn how to create and manage Workspaces within your Organization.
Organization Settings: General
Learn how to manage and edit Organization information.
Organization Settings: WhatsApp Fees
Learn how to manage your WhatsApp Business Account and view your credit balance, usage history and more.