How to manage users and permissions within your white label platform

Vitor

Vitor

Last updated on Oct 19, 2026

To manage users and permissions within your white label platform on Papo (https://papo.global/), you use teams, inboxes, and custom permissions to create administrator accounts for your clients, define exactly what each user can access, and completely isolate data between different companies — all under your brand.

In a white label resale, each client you serve needs their own environment, where they can manage their team, view conversations, and configure their channels. Without a user and permission structure, one client's data could mix with another's, compromising security and trust in your platform. With Papo, you create this separation simply, using the same resources that organize internal operations, but applied to isolate each company.

User and permission management overview

Resource How to use in resale Result
Teams Create a team for each client and add the users who will manage it Each client has their own group of administrators and agents
Inboxes Configure exclusive channels for each client (WhatsApp, email, etc.) Each company's conversations remain separate, with no crossover
Custom permissions Define what each user can see and do, limiting access to specific teams and inboxes One client never accesses another's data, and each agent sees only what is relevant

How to structure users and permissions for your clients

1. Create a team for each client

In the Papo dashboard, you can create teams and add users to them. For each company you serve in the resale, create a dedicated team. For example: “Clínica Vida,” “Loja Bella,” “Consultoria Norte.” This team will be the administration core for that client.

2. Add the client as team administrator

Invite the client's responsible person to the platform and associate them with the created team. You can set this user to have administrator permission within the team, allowing them to manage their own team's agents without needing you for every adjustment. This gives the client autonomy and reduces your operational load.

3. Configure exclusive inboxes for the client

Each client needs their own channels to communicate with end consumers. Create separate inboxes — one for WhatsApp, another for email, etc. — and associate them with the client's team. This way, all conversations that come through these channels are restricted to that team.

4. Apply custom permissions to isolate data

After teams and inboxes exist, use custom permissions to control access. An agent on the “Clínica Vida” team only sees that team's inboxes. The client administrator sees all agents and conversations for their company, but does not have access to any data from other clients in your resale. This isolation is total and guarantees privacy between brands.

5. Allow the client to add their own agents

With the administrator account configured, the client themselves can invite new agents to their team, limiting access only to the inboxes you defined. You don't need to mediate every new hire on the client's team — the permission structure keeps everything under control automatically.

Who this user management is essential for

  • Marketing agencies that serve dozens of accounts and need each client to manage their own support team.
  • Software houses that resell the platform to different companies and need total data isolation.
  • Consultancies that deliver the tool along with their methodology and want the client to have autonomy in day-to-day operations.
  • Franchises and networks that need a standardized environment, but with each unit managing their own local team.

In all these scenarios, the combination of teams, inboxes, and custom permissions turns your white label resale into a professional hub, where each client operates independently, with no risk of information leaks.

Frequently asked questions

Can I create an administrator account for each client?

Yes. By creating a team and adding the client's responsible person as administrator, you give them their own environment to manage agents, channels, and conversations for their company.

How can I ensure one client does not see another's data?

Custom permissions restrict each user's access to authorized teams and inboxes. A client only sees what is linked to their team — other clients' data remains completely invisible to them.

Can the client add their own agents without my intervention?

Yes. With the appropriate permission, the client administrator can invite new agents to their team, limiting access only to that company's inboxes.

Do I need technical knowledge to configure permissions?

No. All configuration is done directly in the Papo dashboard, with no need for programming or complex adjustments.

Can I limit a client's access to only one channel, such as WhatsApp?

Yes. You can create an exclusive WhatsApp inbox and associate it with the client's team, without including other channels. Permissions ensure they see only that inbox.

What happens if a client tries to access an unauthorized area?

The permission system automatically blocks access to teams, inboxes, and features that were not authorized for that user. There is no risk of accidental viewing of third-party data.

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