Team permissions

Each agent sees only their own numbers and their own chats

Set roles, assign numbers to people and choose the rules for each number separately. No account password is ever shared.

The usual way to open a number to a team is to pass around the login code, or the phone itself. From then on everyone sees every chat, anyone can delete any message, and when someone leaves you have to close their sessions. In MyCRM a number is connected to the panel once. Team members sign in with their own email and password and see only what you have opened for them.

Telegram is the channel you can connect today (personal numbers, groups, channels, bots). WhatsApp is coming soon, with Instagram after that.

Three roles

Owner: full access to everything, and the only person who can add or remove admins.
Admin: sees every number, adds and edits agents. An admin cannot edit another admin.
Agent: sees only the numbers assigned to them. On those numbers, reading and replying, notes and labels are always available; everything beyond that is a separate permission.

Step by step

Add the member. On the Team page, enter a name, an email and a password of at least 8 characters. The member gets an invitation email; you pass the password on yourself.
Pick the role. Agent or admin.
Assign numbers. On the Numbers tab, tick the numbers this person should see.
Set the rules for each number. The same person can have full access on one number and be read-only on another.
Turn on extra permissions. Seeing customer phone numbers, deleting messages and exporting data are off by default.

Rules per number

Rule	What it does
Can send messages	When off, the agent is read-only on that number: they read chats but cannot write
Private chats	When off, one-to-one chats are hidden from the agent
Groups and channels	When off, group and channel chats are hidden from the agent
Assigned chats only	The agent sees only the chats on that number where they are the assignee

The rules are enforced on the server: a hidden chat does not appear in the list, its link returns "not found", and its new messages are not pushed to the agent's screen.

Extra permissions

Permission	When it is off
See customer phone numbers and usernames	In private chats only the first letters of the username are shown, and chat names that look like a phone number are masked
Edit and delete messages	The agent cannot edit or delete a message that has been sent
Export data	The chat list cannot be downloaded as CSV
Add and edit accounts	The agent cannot connect or remove a number, or change its settings
Bulk posting, bots, groups, target lists	The agent cannot make changes in those sections

Owners and admins always have all of these.

Audit log

The audit log in Settings lists who did what, with a date. Adding, editing, disabling and deleting a member, changes to number access, deleting a message, removing a number and CSV exports are all recorded. The screen shows the latest 200 actions, and only the owner and admins can open it.

When someone leaves

Disable the member: their sign-in stops working, the record of what they did stays, and you can enable them again later. If you delete them, the chats they were assigned to become unassigned and wait for a new owner. Either way the connected numbers are untouched: the member never saw the account password or a login code, so there is nothing to change.

Typical setups

Agency: each client's number is assigned only to the people working on that client, with customer phone numbers hidden. See CRM for agencies.
Support on shifts: agents have full access, a trainee is read-only, and deleting messages stays with the admin. See CRM for support teams.
Sales: with "assigned chats only" on, each rep sees only their own customers and a manager hands out the chats.

To try it with your own team, create an account. The Telegram-specific details are on telegram.mycrm.sh.

FAQ

Does an agent ever see the Telegram password or login code? No. Whoever connects the number enters the code once; agents sign in to the panel with their own email and password.

Can I assign the same number to several people? Yes. Each person has their own rules on that number: one can write while another can only read.

With "assigned chats only" on, who sees newly arrived chats? Not that agent. New chats are seen by the owner, an admin or an agent without this rule, who then picks an assignee.

How many team members can I add? As many as the seats in your plan. When the limit is reached, you can add seats in the subscription settings.

Related: Shared inbox · Security · iGaming CRM