> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup & Access

> Connect WhatsApp, enable Team Inbox, map channels to members, configure sync, and understand role-based access.

Team Inbox needs at least one connected WhatsApp number and the correct workspace access. Admins control the integration and permissions; each member then sees only the conversations and tools available to them.

## Connect the first WhatsApp number

If an admin or manager opens Team Inbox before a number is connected, Eazybe displays a connection screen with two choices:

| Connection                | Choose it when                                                                      | What is required                                                                                                                          |
| ------------------------- | ----------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| **Chrome extension**      | You want to sync a WhatsApp or WhatsApp Business App number.                        | Install the Eazybe extension and connect the number. The setup screen describes this as a sync that can be completed in under 30 seconds. |
| **WhatsApp Business API** | You want to use an official WABA number, templates, and the API messaging workflow. | A Meta Business account and a connected WhatsApp Business API number.                                                                     |

<Steps>
  <Step title="Open Team Inbox">
    Click **Team Inbox** in the main navigation. When no number is connected, the setup screen displays **Install Chrome extension** and **Connect WhatsApp Business API**.

    <Info>
      **Add image here:** Add a screenshot showing Install Chrome extension and Connect WhatsApp Business API. Save it as `/images/team-inbox/setup-connection-choices.png`.
    </Info>
  </Step>

  <Step title="Choose the connection method">
    Click **Install Chrome extension** for an app-synced number, or click **Connect WhatsApp Business API** for an official API number.

    <Info>
      **Add image here:** Add a screenshot showing the two connection choices with the selected path highlighted. Save it as `/images/team-inbox/setup-choose-connection.png`.
    </Info>
  </Step>

  <Step title="Complete the connection flow">
    Follow the connection instructions for the method you selected. A WABA connection requires a Meta Business account.

    <Info>
      **Add image here:** Add a screenshot showing the final connection screen for the chosen method. Save it as `/images/team-inbox/setup-complete-connection.png`.
    </Info>
  </Step>

  <Step title="Return to Team Inbox">
    Return to the browser tab after the connection completes. Team Inbox refreshes the connection state and opens the workspace.

    <Info>
      **Add image here:** Add a screenshot showing Team Inbox after the first number connects. Save it as `/images/team-inbox/setup-open-inbox.png`.
    </Info>
  </Step>
</Steps>

<Note>
  The connection screen states that the connection is end-to-end encrypted.
</Note>

## Turn Team Inbox on or off

<Steps>
  <Step title="Open Integrations">
    As an admin, open **Integrations** from the workspace navigation.

    <Info>
      **Add image here:** Add a screenshot showing Integrations in the workspace navigation. Save it as `/images/team-inbox/setup-open-integrations.png`.
    </Info>
  </Step>

  <Step title="Find Team Inbox">
    Locate the **Team Inbox** integration card.

    <Info>
      **Add image here:** Add a screenshot showing the Team Inbox integration card. Save it as `/images/team-inbox/setup-find-team-inbox.png`.
    </Info>
  </Step>

  <Step title="Change the integration state">
    Use the Team Inbox switch to turn the feature on or off. When it is on, open its settings to configure mapping, sync, and AI properties.

    <Info>
      **Add image here:** Add a screenshot showing the enabled switch and settings control. Save it as `/images/team-inbox/setup-enable-team-inbox.png`.
    </Info>
  </Step>
</Steps>

Other roles can see the integration state but cannot change the switch.

## Configure Team Inbox

### Map WhatsApp Business API numbers to members

Use **User Mapping** to decide which employees can work with each connected WABA number.

<Steps>
  <Step title="Open User Mapping">
    In the Team Inbox integration settings, open **User Mapping**.

    <Info>
      **Add image here:** Add a screenshot showing Team Inbox settings and the User Mapping section. Save it as `/images/team-inbox/access-open-user-mapping.png`.
    </Info>
  </Step>

  <Step title="Find the WABA row">
    Find the required number under **WABA Name**. Each connected WABA appears in its own row.

    <Info>
      **Add image here:** Add a screenshot showing WABA Name and the available rows. Save it as `/images/team-inbox/access-find-waba.png`.
    </Info>
  </Step>

  <Step title="Open the employee selector">
    Click the control in the row's **Employees** column.

    <Info>
      **Add image here:** Add a screenshot showing the Employees selector for one WABA. Save it as `/images/team-inbox/access-open-employees.png`.
    </Info>
  </Step>

  <Step title="Select employees">
    Use **Search employees...** when needed, then select each member who should work with the WABA's conversations.

    <Info>
      **Add image here:** Add a screenshot showing Search employees... and selected members. Save it as `/images/team-inbox/access-select-employees.png`.
    </Info>
  </Step>

  <Step title="Save the mapping">
    Click **Save** after changing one or more rows. Team Inbox confirms that the mappings were saved.

    <Info>
      **Add image here:** Add a screenshot showing the completed mapping and Save control. Save it as `/images/team-inbox/access-save-mapping.png`.
    </Info>
  </Step>
</Steps>

### Configure synchronization and data

Use **Sync & Data** to control which conversations are backed up to Team Inbox.

<Steps>
  <Step title="Open Sync & Data">
    In **Team Inbox Integration**, click **Sync & Data**.

    <Info>
      **Add image here:** Add a screenshot showing the Sync & Data tab. Save it as `/images/team-inbox/sync-open-tab.png`.
    </Info>
  </Step>

  <Step title="Set Sync Conversations">
    Use the **Sync Conversations** switch to turn automatic WhatsApp conversation backup on or off.

    <Info>
      **Add image here:** Add a screenshot showing the Sync Conversations switch and explanation. Save it as `/images/team-inbox/sync-conversations.png`.
    </Info>
  </Step>

  <Step title="Choose whether employees can access sync settings">
    As an admin, use **Let employees access this section** to control whether Employee-role users can open these settings.

    <Info>
      **Add image here:** Add a screenshot showing Let employees access this section. Save it as `/images/team-inbox/sync-employee-access.png`.
    </Info>
  </Step>

  <Step title="Choose labels to synchronize">
    Expand **Labels**, then select which labeled conversations Team Inbox should synchronize.

    <Info>
      **Add image here:** Add a screenshot showing Labels expanded and selected labels. Save it as `/images/team-inbox/sync-select-labels.png`.
    </Info>
  </Step>
</Steps>

<Note>
  The employee-access choice appears to admins. Label choices apply to conversation synchronization; they do not delete existing WhatsApp conversations.
</Note>

### Configure AI properties

Use **AI Property Configuration** to prepare the customer information Eazybe AI maintains beside conversations. Eligible workspaces can also manage property definitions from an open conversation. See [Use AI Features](/en/team-inbox-hd/ai-features-en).

<Info>
  **Add image here:** Add a screenshot showing AI Property Configuration in Team Inbox settings. Save it as `/images/team-inbox/setup-ai-property-configuration.png`.
</Info>

## Team Inbox permissions

Admins configure member access in **Members & Access**. The relevant permissions are:

| Permission           | What it controls                                                                                                         |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| **Team Inbox**       | Whether the member can open Team Inbox.                                                                                  |
| **See all channels** | Whether the member can see every allowed channel or is limited to the WhatsApp numbers mapped to them.                   |
| **Broadcasts**       | Whether broadcast-related lists and actions are available.                                                               |
| **User Properties**  | Whether the member can edit customer and connected CRM information. Without it, supported information remains view-only. |

<Warning>
  Enabling **Team Inbox** does not automatically give a member access to every WhatsApp number. Check both **See all channels** and the number mapping.
</Warning>

## How roles affect the interface

Permissions can be customized, but the interface also applies role-based limits.

| Capability                         | Admin                               | Manager                                | Employee                                                             |
| ---------------------------------- | ----------------------------------- | -------------------------------------- | -------------------------------------------------------------------- |
| Open Team Inbox                    | Based on Team Inbox permission      | Based on Team Inbox permission         | Based on Team Inbox permission                                       |
| See channels                       | All or permission-scoped            | Can be team/channel-scoped             | Commonly limited to mapped channels unless broader access is granted |
| Assign or unassign a WABA chat     | Available                           | Available when the chat is in scope    | Not shown                                                            |
| Add or remove favorites            | Available                           | Available                              | Not available                                                        |
| Start a new chat                   | Available                           | Available when access is ready         | Not shown                                                            |
| Use saved views                    | Available                           | Available                              | Not shown                                                            |
| See acquisition and AI-agent lists | Available when configured           | Available when configured and in scope | Not shown                                                            |
| Manage AI-property definitions     | Available on eligible plans         | Not available                          | Not available                                                        |
| Edit allowed customer/CRM data     | Based on User Properties permission | Based on User Properties permission    | Based on User Properties permission                                  |

Managers can be restricted to their team and approved channels. In AI-agent lists, stage counts may be hidden even when the manager can open the relevant stage.

## Why two members can see different conversations

A conversation appears only when all applicable access checks pass:

1. Team Inbox is enabled for the workspace.
2. The member has Team Inbox access.
3. The source WhatsApp number is available to that member.
4. A team-scoped manager is allowed to see the relevant member or channel.
5. The current list, search, and filters include the conversation.

The same checks also control which channels and assignees appear in filter menus.

## Security and safe collaboration

* Access changes affect what a member can see; they do not delete the underlying conversation.
* Assignment gives an owner responsibility for the chat but does not move or erase its history.
* Team Inbox displays sender information on outgoing messages so teammates can understand who replied.
* A disconnected WABA becomes read-only in Team Inbox until it is reconnected.

<Tip>
  After changing mapping or permissions, ask the member to reopen Team Inbox. If the number is still missing, verify the number's connection and synchronization settings.
</Tip>