How do I manage users, teams, and roles in Whippy?

Use Users and Teams settings to manage workspace members, teams, and roles from one Settings area.

Before you start

• Confirm you have permission to manage users, teams, or roles.

• Review roles before adding many users so permission patterns stay consistent.

• Use channel-specific settings when a user needs access to a specific channel.

Steps

1. Open Settings > Users and teams.

2. Select Users to review members, search the list, add users, and manage user-level assignments.

3. Select Teams to review team names, member counts, and last updated dates.

4. Create or open a team when you need to manage grouped users.

5. Select Roles to review default roles or create a custom role.

6. Open a user, team, or role before making detailed changes.

7. Review related channel user settings if a person needs access to a specific channel.

Tips

• Start with roles before adding many users so permissions are consistent.

• Use teams for operational grouping, not just reporting labels.

• Keep team names practical and recognizable to support routing and assignment workflows.

• Review channel access after adding or changing a user’s role.

Troubleshooting

• If a user cannot access a feature, check the user’s role and any channel-specific users settings.

• If a team is missing from a workflow, confirm the team exists and has the right members.

• If roles are not editable, create a custom role if you need a tailored permission set or ask an admin to review your access.