Roles and permissions

Learn how to manage your team, roles and permissions

Your Team tab is where you decide who gets access to your whop and what permissions they have.

How to add team members to your whop

1. Go to Dashboard > Team
2. (Recommended): Toggle on Require 2FA to make sure all team members use secure login
3. Click Invite team member in the top right corner
4. Enter the person’s email address in the Email field
5. Select their role from the Role dropdown menu
6. Click Invite

Your team member will automatically be sent an invitation email. When they accept, they’ll show up in your team table with their new permissions.

You can see all your pending invites on the Invites tab next to Members.

Start small. Always give someone the lowest role that lets them do their job. You can always give them more access later if needed.

Roles and permissions overview

There are four different roles you can assign to your team members:

• Moderator
• Sales Manager
• Admin
• Owner

Each of these roles has a different level of permissions - Moderator has the least access, and Owner has the most.

Moderator

• Delete messages and mute or ban members in the Chat app
• Delete comments in Forums
• Keep your community chat friendly and spam-free

The Moderator role is best for community managers, support agents, or anyone helping manage your community.

Sales Manager

All Moderator permissions, plus:

• View the Users table (but can’t export it)
• View and create checkout links

The Sales Manager role is best for marketing team members, affiliate managers, or sales reps who need to create and track custom checkout links.

Admin

All Moderator and Sales Manager permissions, plus:

• View waitlists and cancellation reasons
• Access Finances section (except Payouts)
• View and manage products, apps, and the store page
• Give refunds to customers
• View and manage the Marketing section of the dashboard
• Invite other team members (Moderators and Sales Managers only)
• View general settings (but can’t edit them)

The Admin role is best for operations managers, team leads, heads of marketing/community, or anyone needing broader dashboard access.

Owner

All permissions from other roles, plus:

• Access to Payouts
• View and manage API keys, OAuth, and Webhooks settings
• Invite Admins and Owners
• View analytics
• Transfer ownership

The Owner role is best for founders, co-founders, CTOs, or finance/legal leads who need complete control.

Complete permissions breakdown

Permission	Moderator	Sales Manager	Admin	Owner
Delete messages in the Chat app	✔️	✔️	✔️	✔️
Mute users in Chat app	✔️	✔️	✔️	✔️
Ban users in Chat app	✔️	✔️	✔️	✔️
Delete comments in Forums app	✔️	✔️	✔️	✔️
View Checkout links section on dashboard	✔️	✔️	✔️	✔️
Create new checkout links	❌	✔️	✔️	✔️
View Users table on dashboard	✔️	✔️	✔️	✔️
Edit store page	❌	❌	✔️	✔️
Add & configure apps	❌	❌	✔️	✔️
Create products	❌	❌	✔️	✔️
Give refunds to customers	❌	❌	✔️	✔️
Export Users table on dashboard	❌	❌	✔️	✔️
View waitlists	❌	❌	✔️	✔️
View cancellation reasons	❌	❌	✔️	✔️
View Finances section	❌	❌	✔️	✔️
Access Payouts section	❌	❌	❌	✔️
View Marketing section	❌	❌	✔️	✔️
Manage Marketing section	❌	❌	✔️	✔️
View general settings	❌	❌	✔️	✔️
Edit general settings	❌	❌	❌	✔️
View team settings	❌	❌	✔️	✔️
Invite Moderators	❌	❌	✔️	✔️
Invite Sales Managers	❌	❌	✔️	✔️
Invite Admins	❌	❌	❌	✔️
Invite Owners	❌	❌	❌	✔️
View analytics on Home page of the dashboard	❌	❌	❌	✔️
View API keys settings	❌	❌	❌	✔️
Manage API keys settings	❌	❌	❌	✔️
View OAuth settings	❌	❌	❌	✔️
Manage OAuth settings	❌	❌	❌	✔️
View Webhooks settings	❌	❌	❌	✔️
Manage Webhooks settings	❌	❌	❌	✔️
Transfer ownership	❌	❌	❌	✔️

Important: Some things your team can do (like deleting messages or checkout links) can’t be undone.

How to change team member roles

You can update anyone’s role at any time to give them more or less access.

To change someone’s role:

1. Go to Dashboard > Team
2. Find the team member in the members table
3. Click the dropdown menu in their Role column
4. Select their new role
5. Click Save

The change happens right away, and they’ll have their new permissions immediately.

How to remove team members

To remove a team member:

1. Go to Dashboard > Team
2. Find the team member you want to remove
3. Click the three dots (︙) on the right side of their row
4. Select Remove user
5. Click the red Remove user button in the confirmation pop-up

They’ll immediately lose access to your whop and will need to be reinvited if you want to add them back to the team.