Pick a role
Ready ones like sales and support, or create your own.
Each member sees only what they need.
Helpy permissions are organized per feature: for each role, decide who can view, edit or delete in customers, inbox, calls, campaigns, billing and more. When needed, add an exception for one member without creating a new role.
SEE IT IN ACTION
Permissions per feature
Decide for every role what it can see and change in each feature, with per-member exceptions.
- Permissions per feature and role
- Internal chat and calls
- A mobile app for the team
HOW IT WORKS
Three steps, and it’s running.
Toggle permissions
Clear switches for every feature.
Add exceptions
For a specific member when needed.
WHY IT MATTERS
What you gain.
Data security
Sensitive data only for those who need it.
Flexibility
Roles that fit your team structure.
A simpler interface
Each member sees only their screens.
Departments and scope
Split the team into departments and let each member see their own customers, their department, or everyone.
Team chat
Internal channels and direct messages, away from personal WhatsApp groups.
Internal voice and video calls
Call a colleague by voice or video inside the platform, no other app needed.
Mobile app
Replies, calls and instant notifications for the team wherever they are.
Account security
Two-factor sign-in and active session management for every member.
