What can my assistant do in my account?
Updated 22 October 2026
The Short Answer
Whatever their Role allows, everywhere in your account, on your credits. Full Access is everything except deleting the account. Everything Except Payments, where they start, is the same without paying for anything. View Only sees everything and changes nothing. No Access sees nothing of yours. Custom… sets each area.
An assistant works as you, so whatever they see is yours: your clients, your plan, your settings.
What does each role let them do?
| Role | Your clients and tools | Billing | Account Settings | Team |
|---|---|---|---|---|
| Full Access | Change | Pay | Change | Change |
| Everything Except Payments | Change, except buying leads | See | Change | Change |
| View Only | See | See | See | See |
| No Access | — | — | — | — |
Your clients and tools are the ten areas: My Page, Leads, Inbox, Prospecting, Files, Schedule, Connectors, Reply Assistants, Templates and Automations. At Full Access and Everything Except Payments that includes connecting and disconnecting your channels.
A new assistant starts on Everything Except Payments. Change it on their card in Account Settings → Team → Assistants.
Can my assistant pay for me?
Only on Full Access. Then they can change your plan, auto-renew and card, top up, and buy leads — on your plan and your account, with the receipts sent to your email. They can enter a card, or use the one already saved on your account.
On every other role, Billing shows your plan and invoices with nothing to press, and Top Up under Usage is greyed. On No Access the Billing and Usage tabs are not there.
Can my assistant verify my account?
Yes, on Full Access or Everything Except Payments. Account Settings → Verification is yours, and they verify you, with your email and your licence, not themselves.
On View Only the tab is greyed; on No Access it is not there.
Can my assistant manage my team and my other assistants?
On Full Access or Everything Except Payments they can add and remove your assistants and teammates under Account Settings → Team, change their roles, and accept, decline or leave a team for you.
Three limits:
- they never give anyone more than their own role — on Everything Except Payments, nobody can be made Full Access;
- they cannot change their own role: it is greyed on their card;
- they cannot remove themselves with Remove; they use Leave Account.
What can only I do?
Two things stay yours on every role:
- Delete account, under Account Settings → Privacy, is greyed for every assistant.
- The WhatsApp number you sign in with: Account Settings → Account shows it, greyed.
Appearance (dark mode and text size) belongs to whoever is using that browser, so it is always their own.
What does Custom… do?
Custom… opens a level for each area: the ten above, then Billing, Account Settings and Team, each Full Access, View Only or No Access. It starts from the role they were on.
What they cannot change is greyed, and what they cannot see is not drawn at all — there are no notes on the screen telling them why.
What if I am in a team?
They can also work in your teammates' accounts, area by area at the lower of their own role and yours there. In those accounts they never buy a lead, top up or export, and Billing, Account Settings and Team are not theirs to touch — those reach only your own account.